Jason Thomas Connolly

Current Employers

Employment History

• 10/2003 → 03/2025
  Sugarloaf Wealth Management, Llc
  Duluth, GA
• 02/2013 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → 03/2025
  Osaic Wealth, Inc.
  Duluth, GA
• 03/2025 → Present
  Private Client Services
  Duluth, GA
• 03/2025 → Present
  Prime Capital Financial
  Duluth, GA

Previous Registrations

• 2005-02-24 → 2025-03-06
  Sugarloaf Wealth Management, Llc
  Snellville, GA
  Duluth, GA
  Duluth, GA
• 2007-08-08 → 2011-12-22
  Osaic Wealth, Inc.
  Bogart, GA
  Atlanta, GA
  Snellville, GA
  Duluth, GA
  Stratham, GA
  Duluth, GA
• 2004-02-25 → 2004-12-31
  Sugarloaf Wealth Management, Llc
  Snellville, GA

Other Businesses

1) Prime Capital Financial. RIA. 160 hrs/mo; 8 during trading hrs. 2) Fixed Insurance Sales. 2055 Sugarloaf Circle, Suite 200, Duluth, GA 30097. Sale of fixed insurance products. Agent. 2 hrs/mo. Investment related. 3) Paladin Capital Management LLC. PO Box 567, Watkinsville, GA 30677. Single member LLC for business Liability protection. Single member LLC to run business activities through. Disregarded entity. Not investment related. 4) CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, &<;1 HOUR PER MONTH, &<;1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-30
• S63 Uniform Securities Agent State Law Examination
  1998-03-14