Privacy Policy

1. Introduction

Effective Date: April 21, 2026

TD Pine Advisors (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://tdpineadvisors.com (the “Website”) and when you engage our professional services.

Please read this Privacy Policy carefully. By using the Website or engaging our services, you consent to the practices described in this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access the Website or use our services.

2. Information We Collect

2.1 Information You Provide Directly

We may collect personal information that you voluntarily provide to us when you:

Contact us through our Website, email, or phone
Subscribe to our newsletter or other communications
Request information about our services
Engage us for professional advisory services
Participate in surveys, webinars, or other events

This information may include:

Name and contact information (email address, phone number, mailing address)
Company name and position
Business and financial information relevant to advisory services
Any other information you choose to provide

2.2 Information Collected Automatically

When you visit our Website, we may automatically collect certain information about your device and usage, including:

IP address and approximate geographic location
Browser type and version
Operating system
Pages visited and time spent on pages
Referring website addresses
Device identifiers

We collect this information through cookies, web beacons, and similar tracking technologies. For more information about cookies, see Section 6 below.

2.3 Information from Third Parties

We may receive information about you from third parties, such as:

Business partners and referral sources
Public databases and records
Marketing and analytics providers
Social media platforms (if you interact with us through social media)

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, maintain, and improve our Website and services
To respond to your inquiries and fulfill your requests
To deliver professional advisory services pursuant to engagement agreements
To send you newsletters, marketing communications, and updates (with your consent)
To analyze usage patterns and improve user experience
To detect, prevent, and address technical issues and security threats
To comply with legal obligations and protect our legal rights
To enforce our Terms and Conditions

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following circumstances:

4.1 Service Providers. We may share your information with third-party service providers who perform services on our behalf, such as website hosting, data analysis, email delivery, payment processing, and customer service. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 Professional Advisors. We may share information with attorneys, accountants, auditors, and other professional advisors as necessary to provide our services or protect our business interests.

4.3 Business Transfers. If we are involved in a merger, acquisition, sale of assets, bankruptcy, or similar business transaction, your information may be transferred as part of that transaction.

4.4 Legal Compliance. We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or subpoena).

4.5 Protection of Rights. We may disclose information when we believe it is necessary to protect our rights, property, or safety, or the rights, property, or safety of others.

4.6 With Your Consent. We may share your information with third parties when you have given us explicit consent to do so.

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

For advisory clients, we retain engagement-related information in accordance with professional standards and legal requirements, typically for seven (7) years following completion of services or as required by applicable law.

When we no longer need your information, we will securely delete or anonymize it in accordance with our data retention policies.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your browsing activities on our Website.

What are cookies? Cookies are small data files stored on your device that help websites remember information about your visit.

We use the following types of cookies:

Essential cookies: Required for the Website to function properly
Analytics cookies: Help us understand how visitors use the Website (e.g., Google Analytics)
Functional cookies: Remember your preferences and settings
Marketing cookies: Track your activity to deliver targeted advertising (only with your consent)

Managing cookies. Most web browsers allow you to control cookies through their settings. You can set your browser to refuse cookies or alert you when cookies are being sent. However, disabling cookies may affect the functionality of the Website.

7. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

7.1 Access and Portability. You have the right to request access to the personal information we hold about you and to receive a copy in a portable format.

7.2 Correction. You have the right to request correction of inaccurate or incomplete personal information.

7.3 Deletion. You have the right to request deletion of your personal information, subject to certain exceptions (e.g., legal obligations, legitimate business purposes).

7.4 Opt-Out of Marketing. You may opt out of receiving marketing communications from us at any time by clicking the “unsubscribe” link in our emails or by contacting us directly.

7.5 Restriction and Objection. You may have the right to restrict or object to certain processing of your personal information.

7.6 Withdraw Consent. If we process your information based on your consent, you have the right to withdraw that consent at any time.

To exercise any of these rights, please contact us using the information in Section 13 below. We will respond to your request within the timeframe required by applicable law.

8. California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with additional rights regarding your personal information:

Right to know what personal information we collect, use, disclose, and sell
Right to request deletion of personal information
Right to opt out of the sale of personal information (we do not sell personal information)
Right to non-discrimination for exercising your privacy rights

To exercise these rights, please contact us at info@tdpineadvisors.com or (806) 773-5782. We will verify your identity before processing your request.

9. Security

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security. You are responsible for maintaining the confidentiality of any passwords or account credentials you use to access our services.

10. Third-Party Websites

Our Website may contain links to third-party websites. This Privacy Policy applies only to our Website and services. We are not responsible for the privacy practices of third-party websites. We encourage you to read the privacy policies of any third-party websites you visit.

11. Children’s Privacy

Our Website and services are not directed to children under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will post the updated Privacy Policy on this page and update the “Effective Date” at the top.

If we make material changes, we will provide notice through the Website or by other means, such as email. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

13. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

TD Pine Advisors

1110 Mission Ln, Lantana TX 76226

Phone: (806) 773-5782

Email: info@tdpineadvisors.com

We will respond to your inquiry as promptly as possible, typically within thirty (30) days.