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Version 1.0
Effective Date: January 1, 2025
Riddle Financial LCC, DBA Alliance Arete Financial may disclose Personal Data and other information as follows:
Third Parties that Help Provide Messaging Service: We will not share your opt-in to an SMS short code campaign with a third party for purposes unrelated to supporting you in connection with that campaign. We may share your Personal Data with third parties that help us provide the messaging service, including, but not limited to, platform providers, phone companies, and other vendors who assist us in the delivery of text messages.
Additional Disclosures: Affiliates: We may disclose the Personal Data to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your Personal Data will be subject to this Policy. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Alliance Arete Financial SMS Marketing Policy
Collection of Phone Numbers
We collect your phone numbers only when you voluntarily provide them to us, for example, during transactions, inquiries, or when you sign up for our promotional messages. You can opt in to receive these SMS messages either by clicking on the welcome pop-up (which shows new users) or in the contact page by checking your SMS sign-up and providing your phone number.
Use of Phone Numbers For SMS
Your phone numbers are primarily used to provide you with personalized services, updates, and promotional offers. These text messages may relate to our products, services, or any updates that we think may interest you. We may also provide special offers through SMS messages. SMS messaging charges may be applied by your carrier. We will only share your phone number with our SMS provider, subject to their privacy policy. We use LeadConnector to send all SMS communications to users who have opted in.
Opting Out of Marketing Messages
If at any time you wish to stop receiving marketing SMS from us, you can opt out by:
Please note that the opt-out process may take up to 10 business days to become effective. During this period, you may still receive some messages from us.
Privacy of Phone Numbers
Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party.
Changes to this Policy
We may periodically update this policy. We will notify you about significant changes in the way we treat your information by placing a prominent notice on our site.
If you have any questions or concerns about this policy, please feel free to contact us at 904-770-4718.
Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. Alliance Arete Financial is not affiliated with Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Legal services provided are separate from the Securities or Advisory services offered through Integrity Advisory Solutions, LLC and Alliance Arete Financial. Neither Integrity Advisory Solutions nor Alliance Arete Financial offer tax advice. Please consult the appropriate professional regarding your individual circumstance.
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