Privacy Policy

Your privacy is important to us, and we are committed to protecting and safeguarding your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information.

Information We Collect: 

We collect personal information to provide you with our services. The information we collect may include:

Contact Information: Your name, address, email address, and phone number.
Financial Information: Details about your financial situation, including income, assets, and investment goals.
Identification Information: Government-issued identification such as a driver's license or passport.
Transaction Information: Details about your investment transactions with us.

We use your information to:

Provide services and send you important information, updates, and account statements. We also use your information to meet regulatory and legal requirements.

Information Sharing:

We do not sell your personal information to third parties. We may share your information with:

Service Providers: Third-party service providers who assist us in delivering our services.
Regulatory Authorities: To comply with legal and regulatory requirements.
Your Consent: When you provide explicit consent for specific purposes.
Security Measures:

We take security seriously and employ industry-standard measures to protect your information from unauthorized access, disclosure, alteration, and destruction.

You have the right to:

Access and Correct Your Information: You can request access to, update, or correct your personal information.

Opt-Out: You can opt out of certain communications or data uses.

Retention of Information:

We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.

Updates to Privacy Policy:

We may update this Privacy Policy to reflect changes in our practices or for legal reasons. We will notify you of any material changes.

Contact Us:

If you have any questions or concerns about this Privacy Policy, please contact us at or (727) 230-9000.

By using our services, you agree to the terms of this Privacy Policy.