Privacy Policy

Introduction

Harrison Wealth Partners ("we," "us," or "our") is committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Our privacy practices comply with the Gramm-Leach-Bliley Act (GLBA), applicable state privacy laws, and the privacy regulations of the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

Information We Collect

We collect information that you provide directly to us, as well as information collected automatically when you use our website.

Information You Provide

• Identity Information: Name, date of birth, Social Security number, driver's license number
• Contact Information: Address, email address, telephone number
• Financial Information: Income, assets, investment experience, risk tolerance, account balances
• Employment Information: Employer name, occupation, employment history
• Account Information: Account numbers, transaction history, beneficiary designations

Information Collected Automatically

• Device Information: IP address, browser type, operating system
• Usage Information: Pages visited, time spent on pages, links clicked
• Cookies: Small files stored on your device to improve your experience

Information from Third Parties

• Credit bureaus and consumer reporting agencies
• Public records and databases
• Other financial institutions (with your authorization)

How We Use Your Information

We use your personal information for the following purposes:

• Provide Services: To open and maintain your accounts, process transactions, and provide financial advice
• Communication: To respond to your inquiries, send account statements, and provide important notices
• Compliance: To comply with legal and regulatory requirements, including anti-money laundering and know-your-customer regulations
• Security: To protect against fraud, unauthorized transactions, and other security threats
• Improvement: To improve our services and develop new products
• Marketing: To send you information about products and services that may interest you (with your consent)

Information We Share

We do not sell your personal information. We may share your information in the following circumstances:

Affiliates

We may share information with D.A. Davidson & Co. and its affiliated companies for everyday business purposes, including providing you with financial products and services.

Service Providers

We may share information with companies that provide services on our behalf, such as data processing, account maintenance, and marketing services. These companies are required to protect your information and use it only for the services they provide to us.

Legal Requirements

We may disclose information when required by law, court order, or regulatory request, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

With Your Consent

We may share information with third parties when you have given us your consent to do so.

Your Rights and Choices

Opt-Out Rights

You have the right to opt out of:

• Sharing of information with affiliates for marketing purposes
• Sharing of information with non-affiliates for marketing purposes
• Receiving marketing communications from us

To exercise your opt-out rights, please contact us at the information provided below.

Access and Correction

You have the right to access the personal information we maintain about you and to request corrections to any inaccurate information. Please contact us to make such requests.

California Residents

California residents may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete personal information, and the right to opt out of the sale of personal information. As noted above, we do not sell personal information.

How We Protect Your Information

We implement appropriate technical and organizational measures to protect your personal information, including:

• Physical Safeguards: Secure facilities, locked file cabinets, and restricted access areas
• Technical Safeguards: Encryption, firewalls, secure socket layer (SSL) technology, and intrusion detection systems
• Administrative Safeguards: Employee training, access controls, and security policies and procedures

While we take reasonable steps to protect your information, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your experience, analyze usage patterns, and deliver personalized content.

Types of Cookies We Use

• Essential Cookies: Necessary for the website to function properly
• Analytics Cookies: Help us understand how visitors use our website
• Functional Cookies: Remember your preferences and settings

Managing Cookies

Most web browsers allow you to control cookies through their settings. You can choose to block or delete cookies, but this may affect your ability to use certain features of our website.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to review the privacy policies of any third-party websites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child, we will take steps to delete that information.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will post the updated policy on this page and update the "Last Updated" date. We encourage you to review this policy periodically.

If we make material changes to this policy, we will notify you by email or through a notice on our website prior to the changes taking effect.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Regulatory Notices

Securities offered through D.A. Davidson & Co., member FINRA/SIPC. Michael R. Harrison is a Registered Representative of D.A. Davidson & Co. Investment advice offered through D.A. Davidson & Co., a registered investment adviser.

D.A. Davidson & Co.'s privacy policy may contain additional provisions applicable to the handling of your personal information. Please contact us for a copy of the firm's privacy notice.