Ashley A. Loveall

ATARAXIS ADVISORS LLC

LANSING, MI 48911

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CRD#: 6128454

Professional summary

Ashley Ann Loveall, who also goes by Ashley Loveall, is a registered financial advisor currently at ATARAXIS ADVISORS LLC located in Lansing, Michigan and OSAIC WEALTH, INC. located in Lansing, Michigan.

Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ashley has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ashley Loveall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Ann Loveall's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 12, 2023 - Present

ATARAXIS ADVISORS LLC

Office #1: 4293 Five Oaks Drive, Lansing, MI 48911

RIA

CRD#: 328373

LANSING, MI

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 4293 Five Oaks Dr, Lansing, MI 48911

RIA

CRD#: 23131

LANSING, MI

Past

March 8, 2013 - February 21, 2024

MANAGED MONEY CONCEPTS

RIA

CRD#: 115174

LANSING, MI

Past

December 11, 2012 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LANSING, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/14/2024)

Arizona
(6/14/2024)

Florida
(6/14/2024)

Kansas
(6/14/2024)

IAR

Michigan
(12/12/2023)

Michigan
(6/14/2024)

Nevada
(6/14/2024)

Ohio
(6/14/2024)

Oklahoma
(6/14/2024)

Oregon
(6/14/2024)

Pennsylvania
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/22/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/22/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ATARAXIS ADVISORS LLC

ATARAXIS ADVISORS LLC | ATARAXIS WEALTH MANAGEMENT LLC

CRD#: 328373 / SEC#:

Michigan

Registered Investment Advisory firm - (12/6/2023 Approved)

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Contact information

Main Address

4293 Five Oaks Drive, Lansing, MI 48911

Mailing Address

Phone number

(517) 882-7800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	238
AUM (Assets Under Management)	$ 60,216,714

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ashley A. Loveall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Ann Loveall's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATARAXIS ADVISORS LLC

OSAIC WEALTH, INC.

MANAGED MONEY CONCEPTS

SECURITIES AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/10/2012

Series 24

Date: 11/22/2013

FINRA

Current Firm

ATARAXIS ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATARAXIS ADVISORS LLC

TRUST BUT VERIFY

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