California Consumer Privacy Act Page

California Consumer Privacy Act (CCPA)

DO NOT SELL MY PERSONAL INFORMATION
& OTHER PERSONAL INFORMATION REQUESTS

Under the California Consumer Privacy Act (“CCPA”), if you are a California resident:

You may direct us not to sell your personal information to third parties (“Opt-Out Right”);

You may request that we inform you about the categories or specific pieces of personal information we have about you (“Right to Access”);

You may request that we delete the personal information we have about you (“Right to Deletion”).

You may exercise these rights by completing the form.

If you are an EU resident exercising your rights under the EU General Data Protection Regulation (GDPR), please refer to the Contact Information and Further Advice section of the Privacy Statement available here.

By checking this box I confirm I am a California resident

First Name

Last Name

Email address

If you are currently, or have been in the past, a registered investment advisor (RIA) or broker dealer, please indicate your CRD number.

If you are currently, or have been in the past, a licensed insurance agent, please indicate your NPN number

Please specify if you wish to exercise your Opt-Out Right, Right to Access or Right to Deletion and include any other comments you may have.

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California Consumer Privacy Act (CCPA)

DO NOT SELL MY PERSONAL INFORMATION & OTHER PERSONAL INFORMATION REQUESTS

Under the California Consumer Privacy Act (“CCPA”), if you are a California resident:

You may exercise these rights by completing the form.

If you are an EU resident exercising your rights under the EU General Data Protection Regulation (GDPR), please refer to the Contact Information and Further Advice section of the Privacy Statement available here.

DO NOT SELL MY PERSONAL INFORMATION
& OTHER PERSONAL INFORMATION REQUESTS