*Last updated March 30, 2023.
INFORMATION WE COLLECT AND HOW WE COLLECT IT
We collect only the necessary information to provide you with the highest quality professional services or as required by law and regulation. We may also collect (PII) about you from the following sources:
In addition, we may collect nonpublic information about you from the following sources:
If you prefer not to provide this information to us via the Internet, you may contact us at (407) 499-0050 or ask your financial advisor to assist you.
HOW WE SHARE INFORMATION
We maintain physical, electronic, and procedural safeguards in accordance with federal law and regulatory standards to protect your nonpublic personal information. Our employees who have access to individual information receive training and are required to follow company procedures designed to keep that information confidential.