1.0 Policy and Opt Out Policy - SMS / MMS “Text Messaging”, Data Providers, Third Parties and GDPR

Disclosure of your information

We will not rent or sell your Personal Information to other companies or individuals, unless we have your consent. We may use or disclose such information in any of the following limited circumstances:

  • We have your consent.

  • We need to enforce our Terms of Service.

  • We provide such information to trusted businesses or persons for the sole purpose of processing Personal Information on our behalf. When this is done, it is subject to agreements that oblige those parties to process such information only on our instructions and in compliance with this Policy and appropriate confidentiality and security measures.  If the third party fails to comply with our terms, DYNAMIC ADVISORS, PLLC is not accountable in any way for any liability or reimbursement.

  • We provide such information to third parties who have entered into non-disclosure agreements with us.

  • We provide such information to a company controlled by, or under common control with, DYNAMIC ADVISORS, PLLC for any purpose permitted by this Policy.

  • We respond to subpoenas, court orders, or legal process, or to establish or exercise our legal rights, or the legal rights of others, or defend against legal claims.

  • We believe it is necessary to share Personal Information to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of DYNAMIC ADVISORS, PLLC’s Terms of Service, or as otherwise required by law.

  • We transfer Personal Information about you if DYNAMIC ADVISORS, PLLC is, or its assets are, acquired by or merged with another company.

We may share aggregated information with others without further notice. An example of this would be the number of people who used the Service in a given month or the total number of texts sent in a given week.

Security

DYNAMIC ADVISORS, PLLC takes precautions to ensure the security of your Personal Information, including ensuring that our third party service providers protect the security of your Personal Information. However, we cannot guarantee that hackers or unauthorized personnel will not gain access to your Personal Information despite our efforts. You should note that in using the Service, your information will travel through third party infrastructures which are not under our control (such as a third party SMS delivery platform or your carrier network).

We cannot protect, nor does this Policy apply to, any information that you transmit to other users. You should never transmit personal or identifying information to other users.

Opting in

A mobile user might opt-in by:

  • Entering a phone number online,

  • Sending an Mobile Originating (MO) message containing an advertising keyword,

  • Filling out a paper form that includes their phone number, or

  • Signing up at a point-of-sale location.

  • SMS Terms and Conditions: SMS Opt-In data cannot be shared. SMS Opt-In data cannot be shared even with your consent.

 

 

Opting out

DYNAMIC ADVISORS, PLLC’s third-party service provider gives you the ability to opt out of the Service for any reason. You can opt out by texting “STOP” or “QUIT” or following directions provided to you upon sign up.

We reserve the right to send you certain communications relating to the Service, such as announcements and administrative messages, without offering you the opportunity to opt-out of receiving them.

Children

The Service is not intended for children under 18, and DYNAMIC ADVISORS, PLLC does not knowingly collect information from children under the age of 18 and do not send same.

Minors aged 18 or younger should not submit any PII, message or communicate with us without the permission of their parents or guardians. By using the Service, you are representing that you are at least 18 years old.

Intended audience

DYNAMIC ADVISORS, PLLC requires that users of this service be limited to US residents only.

Questions or concerns?

If you have any additional questions regarding this Policy, please feel free to contact us any time by texting “HELP” with message text Non Urgent Question Privacy Policy SMS/SMS or following directions provided to you upon sign up.

 

2.0 Privacy Policy – General and Website

This privacy policy applies to information collected online from users of this website. In this policy, you can learn what kind of information we collect, when and how we might use that information, how we protect the information, and the choices you have with respect to your personal information.

 

What personal information is collected through this website and how is it used?

We collect information about our users in three ways: directly from the user, from our Web server logs and through cookies. We use the information primarily to provide you with a personalized Internet experience that delivers the information, resources, and services that are most relevant and helpful to you. We don’t share any of the information you provide with others, unless we say so in this Privacy Policy, or when we believe in good faith that the law requires it.

User-supplied information

If you fill out the “contact” form on this website, we will ask you to provide some personal information (such as e-mail address, name, phone number and state). We only require that you provide an e-mail address on the contact form. Further, if chat is available through this site, you may be asked to provide information if you participate in an online chat.

 

DO NOT SEND Personally Identifiable Information (“PII”) or potentially sensitive information non-secured. Please do NOT EMAIL, SEND OR OTHERWISE TRANSMIT PII, information of another or minors, financial or potentially confidential information. Please do not submit any confidential, proprietary or sensitive personally identifiable information (e.g. Social Security Number; date of birth; driver’s license number; or credit card, bank account or other financial information) (collectively, “Sensitive Information”). If you submit any Sensitive Information, you do so at your own risk and we will not be liable to you or responsible for consequences of your submission.

Information that you provide to us through the contact form or an online chat will be used so that we may respond to your inquiry. We may also use information you provide to us to communicate with you in the future. If you do not wish to receive such communications, you may opt out (unsubscribe) as described below.

Web server logs

When you visit our website, we may track information about your visit and store that information in web server logs, which are records of the activities on our sites. The servers automatically capture and save the information electronically. Examples of the information we may collect include:

  • your unique Internet protocol address;

  • the name of your unique Internet service provider;

  • the town/city, county/state and country from which you access our website;

  • the kind of browser or computer you use;

  • the number of links you click within the site;

  • the date and time of your visit;

  • the web page from which you arrived to our site;

  • the pages you viewed on the site; and

  • certain searches/queries that you conducted via our website(s).

The information we collect in web server logs helps us administer the site, analyze its usage, protect the website and its content from inappropriate use and improve the user’s experience.

 

Cookies

In order to offer and provide a customized and personal service, our websites and applications may use cookies and similar technologies to store and help track information about you. Cookies are simply small pieces of data that are sent to your browser from a Web server and stored on your computer’s hard drive. We use cookies to help remind us who you are and to help you navigate our sites during your visits. Cookies also can tell us where visitors go on a website and allow us to save preferences for you so you won’t have to re-enter them each time you visit. The use of cookies is relatively standard. Most Internet browsers are initially set up to accept cookies, but you can use your browser to either notify you when you receive a cookie or to disable cookies.

If you wish to disable cookies from this site, you can do so using your browser. You should understand that some features of many sites may not function properly if you don’t accept cookies. For more information about using browsers to manage cookies, please see All About Cookies. You can also refuse to accept Flash cookies from this website using Adobe’s Flash management tools. You can opt out of Google’s use of cookies by visiting Google’s Ad Settings.

By visiting this website, you consent to the use of cookies and similar technologies in accordance with this Privacy Statement.

Third-party Services

We may use services hosted by third parties, including Adobe Site Catalyst, to assist in providing our services and to help us understand the use of our site by our visitors. These services may collect information sent by your browser as part of a web page request, including your IP address or cookies. If these third-party services collect information, they do so anonymously and in the aggregate to provide information helpful to us such as website trends, without identifying individual visitors.

In addition, we may use services provided by third parties to display relevant content, products, services and advertising to you. These third parties may use cookies, web beacons and similar technologies to collect or receive information from this website and elsewhere on the internet. They may then use that information to provide measurement services so we can understand your interests and retarget advertisements based on your previous visits to this website. Please keep in mind that we do not share your personal information with any third-party advertiser, ad server or ad network.

You may be able to opt-out of the collection and use of information for ad targeting by some third parties by visiting https://optout.aboutads.info. You can opt out of Google’s use of cookies by visiting Google’s Ad Settings. You can visit this page to opt out of AdRoll’s and their partners’ targeted advertising. Please see “Cookies” in the section above for more information on how you can control the use of cookies on your computer.

California Do Not Track

Our web services do not alter, change, or respond upon receiving Do Not Track (DNT) requests or signals in browsers. As described in more detail above, we track user activity using web server logs, cookies and similar technologies. Information collected in web server logs helps us analyze website usage and improve the user’s experience. Cookies allow us to offer you a customized experience and present relevant advertising to you.

General Data Protection (“GDPR”), U.S. State local law compliance and Other Providers

By using Service, you consent to and hold Dynamic Advisors, PLLC, agents and related parties  harmless and indemnify for breaches of law, security, PII release, etc potentially  related toor with a nexus to your actions, failure to maintain security (At minimum VPN, 2 Factor, Long/Complex Password, do not use public wife etc). The same hold harmless and indemnification granted to us by You applies to GDPR, State law compliance and the actions, release of PII or failures to act or safeguard information by third party provider’s e.g. any cloud or messaging provider used. A list of providers is available upon request by sending 1) mail and 2) email and 3) calling. We will attempt to provide this within 60-90 days or make best efforts.

 

How is personal information protected?

We take certain appropriate security measures to help protect your personal information from accidental loss and from unauthorized access, use or disclosure. However, we cannot guarantee that unauthorized persons will always be unable to defeat our security measures.

Who has access to the information?

We will not sell, rent, or lease mailing lists or other user dyta to others, and we will not make your personal information available to any unaffiliated parties, except as follows:

  • to agents, website vendors and/or contractors who may use it on our behalf or in connection with their relationship with us;

  • if we are unable to assist with your matter, but know an unaffiliated attorney or firm that may be able to help you, we may refer you and share information you provided us with that party; and

  • as required by law, in a matter of public safety or policy, as needed in connection with the transfer of our business assets (for example, if we are acquired by another firm or if we are liquidated during bankruptcy proceedings), or if we believe in good faith that sharing the data is necessary to protect our rights or property.

How can I correct, amend or delete my personal information and/or opt out of future communications?

You may opt out of any future contacts from us at any time. Contact us via the phone number, contact form or mailing address on our website at any time to:

  • see what data we have about you, if any;

  • change/correct any data we have about you;

  • ask us to delete any data we have about you; and/or

  • opt out of future communications from us.

If you have any additional questions or concerns about this privacy policy, please contact us via the phone number, contact form or mailing address listed on this website. If our information practices change in a significant way, we will post the policy changes here

3.0 SMS / MMS “Text Messaging” Terms and Conditions (“T&C”’s)

  • See the Dynamic Advisors, PLLC Privacy Policy and SMS / MMS Policy for additional Terms and Conditions that control these T&C’s

  • SMS Terms and Conditions: Message frequency approximately - Routine SMS (events, news, general updates) 3 - 20 SMS per year or less .

  • SMS Terms and Conditions: Message and data rates apply. Check with your carrier for exact costs BEFORE opting in.

  • SMS Terms and Conditions: No-share clause for SMS opt-in data: SMS Opt-In data will not be shared.

  • SMS Terms and Conditions: Consent-based sharing is NOT allowed for SMS opt-in data. SMS Opt-in data cannot be shared even with consumer consent.

All Rights Reserved. Reproduction Prohibited, Opt Out Requested AI Training and Google, OpenAI, Anthropic and related data collection