In order to facilitate the servicing of your account, the Advisor may receive nonpublic personal information about you from the following sources:
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. Such disclosure may include the following:
The Advisor restricts access to your personal and account information to personnel and third party service providers who provide products or services to you. The Advisor maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.
We will continue to adhere to the privacy policies and practices as described in this notice if you decide to close your account(s) or become an inactive customer.
If you have any questions concerning the Advisor's privacy policies and procedures, please feel free to contact us at 615-370-1253. Thank you.