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Vivid Tax Advisory Services, LLC is committed to protecting the privacy and confidentiality of your personal information. We believe that you should know about the information we collect, the measures we take to safeguard it, and the situations in which we might share information with select business partners.
We have implemented security standards and processes including physical, electronic and procedural safeguards. We limit access to customer information to employees, registered representatives, investment advisor representatives or agents who may need it to do their job. These individuals are required to respect the confidentiality of your personal information and understand their duty to safeguard it.
We collect personal information about you in order to conduct business with you. The information we collect varies depending on the products or services you request. Some of the sources of this information are as follows:
In the course of doing business we may share information with others. This could include personal information about you. Personal information may be shared with others for the following reasons:
Other than what is described in this notice, we will not share information about you with third parties to market products to you, unless we notify you about it first and receive your permission. We do not sell or disclose your personal information to unaffiliated third-party marketing companies. Our privacy practices comply with all applicable laws.
Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Vivid Tax Advisory Services, LLC. Vivid Tax Advisory Services, LLC is not affiliated or endorsed by the Social Security Administration or any government agency. © 2020 Vivid Tax Advisory Services, LLC.
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 of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Vivid Tax Advisory Services, LLC at firstname.lastname@example.org.