We collect nonpublic personal information about you from the following sources: Information we receive from you on applications or other forms, information about your transactions with us, our affiliate, or others, information we receive from a consumer-reporting agency.
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
Our employees are advised of their obligations relative to client privacy at the beginning of their employment with us. This obligation is restated to current employees on an ongoing basis. Each and every employee must agree to our internal policies and controls for protecting client information.
Employees are not to release any client or account information to unauthorized third parties. We maintain physical, electronic and procedural safeguards that comply with federal and state laws and regulations to guard your nonpublic personal information. Our safeguards include, but are not limited to: securing the rooms and file cabinets where records are kept, using password protection throughout our information system, ensuring that client requests for information regarding our privacy polices are directed to employees that have been trained in safeguarding client information and reporting any fraudulent attempts to obtain client information to appropriate law enforcement personnel. Access to client information is limited to those employees that have a reason to view such information.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Attention : Compliance Officer
14287 N. 87th Street, Suite 123
Scottsdale, Arizona 85260