Privacy Policy

Privacy Policy

Tri State Equities, LLC

Effective Date: [Insert Date]

1. Introduction

Tri State Equities, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it through this Privacy Policy.

This policy describes how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us, including via SMS, phone, and online platforms.

2. Information We Collect

We may collect the following types of information:

Personal Information

  • Name

  • Phone number

  • Email address

  • Business information

  • Billing and payment details

Communication Data

  • SMS/text message interactions

  • Call logs and recordings (where applicable)

  • Appointment and scheduling data

Technical Data

  • IP address

  • Browser type

  • Device information

  • Website usage data (via cookies and analytics tools)

3. How We Use Your Information

We use the information we collect to:

  • Provide and operate our services

  • Respond to inquiries and customer support requests

  • Send transactional messages (appointment confirmations, service updates, etc.)

  • Send SMS communications (with your consent)

  • Process payments and manage subscriptions

  • Improve our website and services

  • Comply with legal and regulatory obligations

4. SMS & A2P Messaging Compliance

By providing your phone number and opting in, you consent to receive SMS messages from Tri State Equities, LLC, which may include:

  • Appointment confirmations and reminders

  • Customer support responses

  • Service-related notifications

  • Promotional messages (if consented)

Message Frequency

Message frequency may vary depending on your interaction with our services.

Message & Data Rates

Message and data rates may apply depending on your mobile carrier.

Opt-Out Instructions

You may opt out at any time by replying:
STOP

After opting out, you will no longer receive SMS messages from us unless you re-subscribe.

Help Instructions

For assistance, reply:
HELP
or contact us directly at [james4723@protonmail.com]

Consent

We only send SMS messages to users who have explicitly opted in. Consent is not a condition of purchase.

5. Sharing of Information

We do not sell or rent your personal information.

We may share your information with:

  • Service providers (e.g., CRM platforms, payment processors, communication tools)

  • Legal authorities when required by law

  • Business partners necessary to deliver our services

All third parties are required to protect your information.

6. Payment & Subscription Information

We offer subscription-based services.

When you make a payment:

  • Your billing information is processed securely through third-party payment processors

  • We do not store full credit card details on our servers

Subscription Terms

  • Services are billed on a recurring basis (monthly or as agreed)

  • You may cancel your subscription at any time, subject to your agreement terms

  • No refunds are provided unless otherwise stated in writing

7. Data Security

We implement reasonable security measures to protect your information, including:

  • Secure data storage

  • Encryption where applicable

  • Restricted access to sensitive data

However, no system is 100% secure, and we cannot guarantee absolute security.

8. Your Rights

Depending on your location, you may have the right to:

  • Access your personal data

  • Request corrections or updates

  • Request deletion of your data

  • Opt out of marketing communications

To exercise these rights, contact us at:
[Insert Contact Email]

9. Cookies & Tracking Technologies

We may use cookies and similar technologies to:

  • Improve user experience

  • Analyze website traffic

  • Personalize content

You can adjust your browser settings to refuse cookies.

10. Third-Party Services

Our services may integrate with third-party platforms (such as CRM systems, communication tools, and payment processors).

We are not responsible for the privacy practices of these third parties.

11. Children’s Privacy

Our services are not intended for individuals under the age of 18.
We do not knowingly collect data from children.

12. Changes to This Privacy Policy

We may update this Privacy Policy at any time.

Changes will be posted on this page with an updated effective date.

13. Contact Information

If you have any questions about this Privacy Policy, please contact us:

Tri State Equities, LLC
Email: [james4723@protonmail.com]
Phone: [512-814-8232]

14. Compliance Statement

Tri State Equities, LLC complies with applicable telecommunications and messaging regulations, including A2P 10DLC requirements, and follows industry best practices for data privacy and consumer protection.