Don't fly solo
Section Integrity Wealth Management Privacy Statement
Who is providing this notice?
Section Integrity Wealth Management, a registered investment advisor in Florida and a wholly owned division of Section Integrity, LLC. Your privacy is very important to us and we take every precaution to safeguard your privacy.
How does Section Integrity protect my personal information?
We are required by federal law to protect your confidential information from unauthorized access and use. We use administrative and technical methods to protect your information, including rules, procedures, and computer safeguards.
Why share information?
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.
How does Section Integrity Wealth Management collect personal information?
We collect your personal information, for example, when you:
• Open an account
• Enter into an investment advisory agreement
• Seek advice about your investments
• Tell us about your investments and risk profile
We also collect information from others, such as when the custodian holding your assets is authorized by you to send us updates about your portfolio.
What type of information is collected?
Personal information we collect can include:
• Social Security Number
• Investment experience
• Account transactions
• Retirement Assets
What about automatic data collection?
Do we share data and with whom?
All financial companies share customers’ personal information as a matter of day-to-day operations. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Section Integrity Wealth Management chooses to share personal information and whether you can limit this sharing.
Can I limit all sharing?
Federal law gives you the right to limit only:
• Sharing for affiliates’ everyday business purposes – information about your creditworthiness
• Affiliates from using your information to market to you
• Sharing for nonaffiliates to market to you
• State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
REASONS WE CAN SHARE YOUR PERSONAL INFORMATION
We share information for our everyday business purposes, such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
Can you limit this sharing? No
We do not share information for affiliate or nonaffiliate marketing purposes to offer products and services.
Can you limit this sharing? N/A We do not share
We may share information for joint marketing with other financial companies.
Can you limit this sharing? No
Affiliates - companies related by common ownership or control. They can be financial or nonfinancial companies. Section Integrity Wealth Management does not have any affiliates under common ownership or control.
Nonaffiliates - companies not related by common ownership or control. They can be financial or nonfinancial companies. We do not share with nonaffiliates.
Joint Marketing - a formal agreement between nonaffiliated financial companies that together market financial products or services to you: This may include banks, credit unions, or other financial institutions with which we have a joint marketing agreement.