Disclosures

2055 Sugarloaf Circle
Suite 200
Duluth, GA 30097

Phone: 770-985-5473×102
Fax: 770-972-0534
Email: jjones@swmllc.com

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC.

The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Sugarloaf Wealth Management, LLC. maintains registration.

Investment advisory services & insurance services offered through Sugarloaf Wealth Management LLC, a Registered Investment Advisor not affiliated with Triad Advisors or Fidelity Investments, Inc. Information associated with this website is believed to be accurate, however, Sugarloaf Wealth Management, LLC. makes no guarantee to this fact and Sugarloaf Wealth Management, LLC has no control over the accuracy of websites found through the links within.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AL, CA, CO, FL, GA, HI, ID, MD, MO, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.