We collect nonpublic personal information about you from the following sources:
We may disclose all the personal information we collect to our affiliates:
Kenneth W. Martin Sr., Registered Investment Advisor with H.D. Vest Investment Services
Amber Martin Johnson, Registered Representative with H.D. Vest Investment Services or
Joseph F. Johnson
However, we will first secure your permission in writing before the information is released to the affiliate.
We do not disclose any nonpublic personal information about our customers or former customers to any nonaffiliated third parties, except as permitted by law.
We restrict access to nonpublic personal information about you to members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
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