Information We Collect. In connection with providing our customers with investment products, financial advice, or other services, we obtain nonpublic personal information about customers including:
Information We Disclose. We will not disclose information regarding our customers or their account with us except under the following circumstances:
Our Security Policy. Only those individuals who need it to perform their jobs are authorized to have access to confidential customer information. We maintain physical, electronic, and procedural security measures that comply with applicable state and/or federal regulations to safeguard confidential customer information.
Closed or Inactive Accounts. If a customer decides to close their account(s) or become an inactive customer, we will adhere to the privacy policies and practices then in effect.