Taylor Snell Manry

Current Employers

Employment History

• 06/2007 → 03/2025
  Sugarloaf Wealth Management , Llc
  Watkinsville, GA
• 02/2013 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → 03/2025
  Osaic Wealth, Inc.
  Watkinsville, GA
• 03/2025 → Present
  Prime Capital Financial
  Overland Park, KS
• 03/2025 → Present
  Private Client Services
  Watkinsville, GA

Previous Registrations

• 2007-02-19 → 2025-03-06
  Sugarloaf Wealth Management, Llc
  Duluth, GA
  Watkinsville, GA

Other Businesses

1) George Walton Academy, Inc. 1 Bulldog Dr, Monroe, GA 30655. Private K3-12 academic institution. Trustee - Board Member. 4 hrs/mo; 0 during trading hrs. Not investment related. 2) Prime Capital Financial/Sugarloaf Wealth Management. 3651 Mars Hill Rd, Unit 100A, Watkinsville, GA 30677. RIA. 160 hrs/mo; 160 during trading hrs. 3) Prime Capital Financial/Sugarloaf Wealth Management. 3651 Mars Hill Rd, Unit 100A, Watkinsville, GA 30677. Life, long-term care, fixed annuity business. Insurance advisor. 4 hrs/mo; 4 during trading hrs. Not investment related. 4) SWM REI LLC. 651 Mars Hill Rd, Unit 100A, Watkinsville, GA 30677. Office Building, Owner occupied. Owner-assist with property management. 3 hrs/mo; 0 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22

Designations