Privacy Policy

Effective Date: November 1, 2023

Information We Collect

We gather non-public personal information about you from the following sources:

• Information you provide on account applications and other forms
• Information from your transactions with us or our affiliates
• Information we receive from consumer reporting agencies, when applicable
• Information collected through your use of this website

How We Use Your Information

We use the information we collect to:

• Process your inquiries and provide requested services
• Administer your account and maintain our relationship
• Communicate with you about products, services, and market updates
• Comply with legal and regulatory requirements

Information Disclosure

We disclose information only as permitted by law, including sharing with:

• Service providers who assist in administering accounts and processing transactions
• Non-affiliated companies that support our services, under strict confidentiality agreements
• Regulatory authorities and law enforcement when required by law

We do not sell your personal information to third parties for marketing purposes.

Security Measures

We maintain physical, electronic, and procedural safeguards to protect your personal information. Access to client information is restricted to employees and service providers who are involved in delivering products or services to you.

Your Choices

You may opt out of receiving marketing communications from us at any time by contacting us directly or using the unsubscribe link in our emails.

Ongoing Obligations

Even after your client relationship with us has concluded, we continue to maintain these privacy protections for your personal information.

Regulatory Compliance

This privacy policy is provided in accordance with Title V of the Gramm-Leach-Bliley Act of 1999 and its implementing regulations.

Contact Information

If you have any questions about our privacy practices, please contact us: