Financial Services Law Firm • Altitude Securities Law Office

Altitude Securities Law Office Privacy Policy

As professionals engaged in the provision of legal services to clients nationwide, Altitude Securities Law Office, (the “Firm,” “we,” “us,” or “our”), is committed to protecting the privacy of confidential and “Personal Information” (information that directly or indirectly identifies individuals who may be clients, staff, agents, lawyers, job applicants, or others inside or outside of the Firm (“you” or “your”) and your name, postal address, telephone mobile number, email address, job title and/or employment information, any other information you provide to use in connection with the legal services we provide to you).  It  is the Firm’s policy to comply with rules of professional conduct which impose a duty to preserve and protect confidential client information upon lawyers and their associated personnel, as well as other laws governing the privacy of such Personal Information.

Scope and Application

This Privacy Policy is based on the privacy and data protection principles common to the states in which we operate. We apply it in light of our overarching obligations to comply with law, to preserve client confidentiality and to represent our clients as effectively as possible within the bounds of the law. This Privacy Policy is intended to summarize the Firm’s data protection practices generally, and to advise our clients, job applicants, website visitors, and other third parties about the Firm’s privacy policies that may apply to them. This Privacy Policy is also specifically addressed to parties outside the Firm, including our clients, who provide Personal Information to the Firm, visit or use the Firm’s website and/or our social media sites and correspond with us by email, including messages we send to you containing a link to this Privacy Policy (collectively, the “Internet Services”). This Privacy Policy explains how we collect, use, share, store and otherwise process your personal data obtained through our website operations, business contacts, electronic communications, other online and offline business interactions and legal and professional services we provide (our “Services”) in connection with your relationship with us as a client or recipient of our Services, vendor, prospective employee, prospective client or your general interest in our Services, publications and events. It also explains your rights and options that you may have in this respect under applicable data protection laws.

Privacy Statement Acceptance

By using this website, you signify your acceptance of this privacy statement and our terms of use.

Collection, Use, and Disclosure of Personal Information

The Firm collects Personal Information in the course of providing legal services to our clients and prospective clients and as provided by visitors to our website and/or users of the Internet Services. We may also collect Personal Information about you when you interact with us on social media sites and from third parties as described below.

Our Collection of Personal Information

By providing Personal Information to us, you are consenting to and expressly authorizing our collection of Personal Information such as the following, and from certain sources including, but not necessarily limited to, the following:

  • Information we receive from and/or about you, such as your name, address, telephone number, email and social media addresses, date of birth in the case of individuals, credit card information, bank account information, Employer Identification Number (“EIN”), Social Security number (“SSN”); and including, without limitation, other information that you provide to us online, via email, over the phone or in documents, applications and otherwise.
  • Information about your personal or business financial condition, loans, debt and other related transactions, including without limitation, income, expenses, account balances with your creditors, accounts with financial services companies, loan and payment histories, account activity, and other information provided to us by you or that may be contained in your credit card statements or other reports relating to your debts and any and all other financial information concerning you and/or your business.
  • Information we receive from entities such as securities regulators, various state Secretary of State offices, Yelp, consumer reporting agencies and other sources or other communications, and other information relating to your payment histories, creditworthiness, annual income, expenses and/or ability to satisfy your obligations. In this regard, you expressly authorize us to access, obtain and use any information contained in all of the foregoing resources.

Our Use of Personal Information

By providing Personal Information to us, you are consenting to and expressly authorizing us to use your Personal Information in a variety of ways, including, but not necessarily limited to, the following:

  • to offer additional Services to you;
  • to perform our Services for you and/or on your behalf; 
  • to respond to your requests and inquiries; 
  • to carry out, monitor and analyze our business or website operations; 
  • to contact you regarding legal or law Firm developments that may be of interest to you;
  • to provide meeting reminder; and 
  • to comply with applicable laws, regulations, guidance or professional obligations that we may be subject to, including anti-money laundering requirements. Where Personal Information is necessary for the Firm to carry out its anti-money laundering checks, failure to provide such information may result in the Firm not being able to provide the representation.

Our Disclosure of Personal Information

By providing Personal Information to us, you hereby consent to and expressly authorize the Firm, as we see fit in our sole discretion to the full extent permitted by law, to disclose and share, your Personal Information to certain third-party individuals or entities, including, but not necessarily limited to, the following:

  • Service Providers and Authorized Third Parties. Our service providers and other third parties who provide services to us including, but not limited to, independent contractors, other law firms, providers of legal services, law firm support providers, marketing services providers, IT services, CRM system and other entities and individuals as necessary to effect, administer and perform our Services.
  • Administrative and Legal Reasons: We may disclose personal data as we deem necessary and appropriate under applicable laws, such as to comply with a subpoena, bankruptcy proceedings, or similar legal process; in response to lawful requests by public, governmental and regulatory authorities, including to meet national security or law enforcement requirements; or when we believe in good faith that disclosure is reasonably necessary to protect the property or rights of the Firm, you or third parties, or the public at large.
  • Business transfers. We may disclose and transfer your information and data to a third party: (a) if we assign our rights regarding any of the information to a third party or (b) in connection with a corporate merger, consolidation, restructuring, sale of certain of our ownership interests, assets, or both, or other corporate change, including without limitation, during the course of any due diligence process.

We do not sell any Personal Information. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Notice Regarding Your Right to Opt-Out

We will not send out any promotional materials to you unless you have opted into receiving these communications. Additionally, at any time, you may opt-out of having your Personal Information used by us to send promotional correspondence to you by contacting us using the information under “Contact Us” below, or by responding to any SMS message with STOP. It is important for you to understand that you have the right to affirmatively opt-out of your authorization of the Company’s sharing of your Personal Information to non-affiliated third parties for their use in offering you other Services that may be of interest to you. However, you are not permitted to opt-out from our making use of or sharing your Personal Information in the following circumstances:
  • information-sharing that is necessary for processing or administering a financial transaction requested or authorized by you;
  • information-sharing with service providers that perform business operations for us, and companies that act on our behalf to market our Services;
  • information-sharing with your servicers and other entities and individuals specifically necessary to effect, administer and perform our Services and your transactions with us;
  • information disclosures for purposes of preventing fraud, responding to judicial process or a subpoena, or complying with federal, state, or local laws and
  • information-sharing and/or transfer in the event we sell our business to another person or entity.
Please note that your opt-out will not be effective until you affirmatively advise us that you wish to opt-out by contacting us the information under “Contact Us” below or by responding to any SMS message with STOP.

Confidentiality, Security, and Retention of Personal Information

Consistent with our professional obligations, it is the Firm’s policy to exercise the utmost discretion regarding the information our clients entrust to us. We take appropriate administrative, technical, and organizational measures to protect against accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, your Personal Information, in accordance with our internet security procedures. Personal Information may be stored on our own technology systems or those of our vendors or in paper files. We require our consultants, suppliers and vendors to maintain data security protections consistent with reasonable and appropriate obligations of data processors, including, where applicable, data protection laws and regulations. We may retain information provided by you, including Personal Information, for as long as necessary to comply with our legal obligations, or to achieve the purposes for which the information was originally collected and for the purposes described in this Privacy Policy and in our applicable policies.

Log Files

The Firm follows a standard procedure of using log files on its website. These files log visitors when they visit websites. All hosting companies do this as a part of hosting services’ analytics. The information collected by log files include internet protocol (IP) addresses, browser type, Internet Service Provider, date and time stamp, referring/exit pages, and possibly the number of clicks. These are not linked to any information that is personally identifiable. The purpose of the information is for analyzing trends, administering the site, tracking users’ movement on the website, and gathering demographic information.

Children's Information

The Firm does not knowingly collect any Personal Information from children under the age of 16. If you think that your child provided this kind of information on our website, we strongly encourage you to contact us immediately and we will do our best efforts to promptly remove such information from our records.

Cookies and Tracking Technologies

Our website may use cookies to display information more effectively, store, on a user’s computer or device information about the user’s preferences and settings, gather statistical information about the use of our Services to improve our design and functionality, and for security purposes. We may monitor traffic patterns, site usage and related site information on our website in order to optimize our web service. We may provide aggregated information to third parties, but these statistics do not include any identifiable Personal Information. Our website does not honor any “Do Not Track” signals that are provided by user’s browsers. However, we do not collect or authorize the collection by any third party of any nonpublic personally identifiable information about an individual consumer’s online activities over time and across different Web sites or online services. Our website uses Google Analytics, a web analytics tool provided by Google, Inc. (“Google”) that helps website owners understand how visitors engage with their website. We can view a variety of reports about how visitors interact with our website so we can improve it. Google Analytics collects information anonymously. Google uses cookies and IP addresses, and it reports website trends without identifying individual visitors. For more information related to Google Analytics, click here: http://www.google.com/analytics/learn/privacy.html. You can opt-out of Google Analytics by installing the Google Analytics Opt-out Browser Add-On. For information about and to install Google Analytics Opt-out Browser Add-on, go to http://tools.google.com.

Transmission of Information Does Not Form an Attorney-Client Relationship

Transmission of information from this website does not create an attorney–client relationship between you and the Firm or any attorney therein, nor is it intended to do so. The transmission of the website, in part or in whole, and/or any communication with the Firm through this website does not constitute or create an attorney–client relationship between the Firm and any recipients.

Links to Other Sites

Our website contains links to other sites. When you leave our website, we are not responsible for the privacy practices or the content of other websites. Our Privacy Policy does not apply to other advertisers or websites. Thus, we are advising you to consult the respective Privacy Policies of these third-party ad servers / websites for more detailed information. It may include their practices and instructions about how to opt-out of certain options. Third-party ad servers or ad networks uses technologies like cookies, JavaScript, or Web Beacons that are used in their respective advertisements and links that appear on the Firm’s website, which are sent directly to the users’ browser. They automatically receive your IP address when this occurs. These technologies are used to measure the effectiveness of their advertising campaigns and/or to personalize the advertising content that you see on websites that you visit. Note that the Firm has no access to or control over these cookies that are used by third-party advertisers. You can choose to disable cookies through your individual browser options. To learn more detailed information about cookie management with specific web browsers, it can be found at the browsers’ respective websites.

For California Residents

Under California Civil Code § 1798.100 (California Consumer Privacy Act), California residents may have certain data protection rights regarding their Personal Information. These rights which may be subject to limitations and/or restrictions include: (i) the right to disclosure, deletion, access, and non-discrimination; and (ii) the right to opt-out of having your Personal Information shared or sold. The Firm does not sell or share your Personal Information with third-party companies for their direct marketing purposes without your consent. To exercise your rights under the California Consumer Privacy Act, please send us your request using the information in the “Contact Us” section below. The following are categories of Personal Information defined under the Act we may collect, receive, or maintain in the course of administering firm business or receive from a client in the course of providing legal services: Identifiers, Personal information described in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)), Protected classification characteristics under California or federal law, Commercial information, Biometric information, Internet or other electronic network activity, Geolocation data, Sensory data, Professional or employment-related information, Nonpublic education information, and inferences drawn from other Personal Information.

For Nevada Residents

We are providing you this notice pursuant to state law. You may be placed on our internal “do not call” list by contacting us using the information in the “Contact Us” section below. Nevada law requires that we also provide you with the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St. – Suite 3900, Las Vegas, NV 89101; 702‐486‐3132 – BCPINFO@ag.state.nv.us.

For Vermont Residents

In accordance with Vermont law, we will not share information we collect about Vermont residents with companies who are not affiliates, except as permitted by law, such as with your consent or to service your accounts. We will not share information about your creditworthiness with our affiliates without your authorization or consent but we may share information about our transactions or experiences with our affiliates without your consent.

Changes

We reserve the right to change this Privacy Policy at any time with or without advance notice. Should any new policy go into effect for our Services, the Firm will post it on this website. We reserve the right to contact you regarding changes to this Privacy Policy, specifically, or any other policies or agreements relevant to you.

Contact Us

If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us at Jennifer.willey@altitudeseclaw.com or at (405) 726-1730.

Updated November 8, 2024

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