Last Updated: January 3, 2023

1. Our Privacy Policy

EBG Advisors, Inc. (“EBG Advisors,” “EBGA,” “ebgadvisors.com,” “We,” or “Us”) takes your privacy very seriously. This Privacy Policy describes our collection and protection of the information you provide to us during visits to our website www.ebgadvisors.com (the “Site”), our mobile apps, attendance at our events and similar activities and activities related to your use of our legal and professional services.  (Collectively, our “Services”).  

We also have a career page on the Site. If you connect with us on the career page or otherwise contact us about employment, our collection, use, and disclosure of your personal data will be governed by a separate privacy policy governing employment and recruiting data. 

If you are a California resident, please review Section 16, the California Residents section, below for additional information on how we collect, use, and disclose your Personal Information and the rights you have under the California Privacy Rights Act.

2. Personal Data EBG Advisors Collects About You

When you use our Site or our Services EBG Advisors may collect the following information from you (collectively referred to as “Personal Data”):

We also use cookies, web beacons, HTML local storage, and other similar technology to distinguish you from other visitors of our Site and remember your preferences. This helps EBG Advisors provide you with a good experience when you visit Our Site and allows Us to improve your experience while visiting our Site. For more information on cookies, please see Our Cookie Policy at Section 6.

3. How EBG Advisors Collects Information Your Personal Data

We collect Personal Data directly from you when you access our Site or Services.  For example, when you subscribe to receive event invitations or to attend a webinar or if you otherwise contact us.  When you visit our Site, we may automatically collect Device, IP, and Usage Data. Some Usage Data is collected by using cookies. Please see Our Cookie Policy for more information.  We receive Device and Usage Data about you from analytics providers such as Google Analytics.  We may also receive your Personal Data from other parties, such as clients, professional advisors, public resources, governmental authorities, and our service providers.

4. How EBG Advisors Uses Your Personal Data

We use the Personal Data that we collect in order to conduct our business.  Generally we use Personal Data to:

5. How EBG Advisors Discloses Your Personal Data

We may disclose your Personal Data in the following ways:

Aggregate information is information that describes the habits, usage patterns, and/or demographics of users as a group but does not reveal the identity of particular users. We may use aggregate information to understand the needs of individuals using the Site.

6. Cookies

A "cookie" is a small data file sent from a website and stored on your device to identify your device in the future and allow for an enhanced personalized user experience. A "session cookie" disappears after you close your web browser or may expire after a fixed period of time. A "persistent cookie" remains after you close your web browser and may be accessed every time you use our Site. We may use both session and persistent cookies. You should consult your web browser to modify your cookie settings. Please note that if you delete or choose not to accept cookies from us, you may not be able to use certain features of our Site. There may be other tracking technologies now and later devised and used by us in connection with the Site. Further, third parties may use tracking technologies with our Site. We do not control those tracking technologies, and we are not responsible for them. However, you consent to potentially encountering third-party tracking technologies in connection with your use of the Site and accept that this Privacy Policy does not apply to the tracking technologies or practices of such third parties. In such cases, you must check the third-party websites to confirm how your information is collected and used.  You can change your preferences for cookies on our Sites and opt out of most third-party cookies (other than those that are “strictly necessary”) through the Cookie Settings button.

Our Site does not support Do Not Track requests at this time. Do Not Track (DNT) is a privacy preference that you can set in your web browser to indicate that you do not want certain information about your webpage visits collected across websites when you have not interacted with that service on the page. For all the details, including how to turn on Do Not Track, visit https://www.eff.org/issues/do-not-track.

7. Co-sponsored Events

We periodically post information or provide you with opportunities to attend programs and events that are sponsored by or co-sponsored by other firms or organizations. Should you choose to register electronically for any of these events or submit your information to these third parties, EBG Advisors will have no control over the third-party sponsors' use of this information, and this Privacy Policy will not apply.

8. Children’s Information

EBG Advisors does not knowingly collect identifiable information from anyone under the age of 18 through the Site. If you are under 18, please do not give Us any information that would allow Us to identify you. We encourage parents and legal guardians to monitor their children’s Internet usage and to help enforce our Privacy Policy by instructing their children to never provide identifying information through any website without their permission.  Please contact Us if you discover an individual under 18 has submitted their information contrary to this Privacy Policy and we will ensure that information is properly removed. 

9. How We Protect Your Personal Data

We employ security measures to prevent authorized access or use of your Personal Data.  However, we cannot guarantee that criminals or others acting unlawfully will not succeed in efforts to undermine our security measures. 

10. Third-Party Links

We may provide links to websites of other organizations or companies that may offer materials and services as well as links to other sites. Please note that we do not accept any responsibility or liability for personal data that may be collected through these websites or services. We recommend that you read their privacy policies before you submit any personal data to them or use their services.

11. Your Rights

You have the right to:

EBG Advisors may deny your request, including but not limited to requests to delete your information, if such information is necessary for us or our service providers to:

12. Changes to the Privacy Policy

We reserve the right to change this Privacy Policy, and when updated, the effective date of the new version will be at the top of this policy.

13. Applicable Law and Jurisdiction 

Our Site and Services are offered and operated in the United States. If you are located outside of the United States, please be aware that any information you provide to us will be transferred to the United States. By providing us with any information through the Site, or when using our Services, you consent to this transfer and our use of such information in accordance with this Privacy Policy.

14. Notice of Electronic Disclosure of Protected Health Information

In representing some clients, we may receive or create documents or other communications containing protected health information (PHI) related to individuals served by our clients.  EBG Advisors will only use and disclose this PHI as necessary to perform our services for those clients, and only as permitted or required by law.

15. Contact

If you have any questions, comments, or requests regarding this Privacy Policy or our collection, use, or disclosure of your information or if you would like to access, amend, erase, export (i.e., data portability), or object to or restrict the processing of Personal Data we collect, please contact:  

Email: privacy@ebgadvisors.com

Mail:  Privacy Officer, EBG Advisors, 1227 25th Street NW, Suite 700, Washington, D.C. 20037; or

Phone:  877-251-2156

16. California Residents

This Section 15 provides California residents with information and rights required by the California Privacy Rights Act (“CPRA”). This Section applies only to individuals residing in the State of California who are considered “consumers” under the CPRA and from whom we collect “personal information” as described in the CPRA.

We retain your Personal Data for as long as necessary to achieve the purposes set out in this Privacy Policy and in accordance with our document retention policy.  In some cases, we may be required to continue to maintain your Personal Data to comply with our legal and ethical obligations or for the establishment, exercise, or defense of legal claims.

The chart below provides a more detailed description of the Personal Data we may collect from you.

Categories Examples
A. Identifiers Identifiers such as name, mailing addresses, email addresses, telephone numbers, contact information, financial information, and other similar identifiers.
B. Protected Characteristics Under Applicable Law Demographic data and other similar characteristics, such as gender, race, ethnic origin, marital status, disability, medical condition, and veteran or military status. We only collect this information when required by law to do so, or when you voluntarily provide it to us.
C. Commercial Information Records of any services or products you obtain from us.
D. Internet or Other Electronic Network Activity Information systems information, such as your browsing history, search history, and IP addresses of the devices connecting to EBG Advisors’ information systems, devices, accounts, and networks.
E. Audio, Electronic, Visual, Thermal, Olfactory, or Similar Information Such as voice mail messages.
F. Professional or Employment Related Information Such as your work history, positions held, resumes, references, background checks (to the extent covered under the CPRA), qualifications, licenses, certifications, professional memberships, and financial and banking information.
G. Educational Information Such as your academic credentials, degrees, licenses, training and institutions attended.
H. Personal Profile We may accumulate your personal information related to your preferences, for example what newsletters you sign up to receive.

A. Purpose of Collecting and Using Personal Data

We collect, use, and disclose the categories of your Personal Data for the following purposes:

We do not collect, use, or disclose sensitive personal information for the purposes of inferring characteristics. 

B. Sources of Collection of Personal Data

EBG Advisors collects personal information from the following categories of sources:

●    Service providers and contractors providing services on our behalf, such as benefits administrators. We require our service providers and contractors who we provide your personal information to in order to provide services to maintain the privacy and security of your personal information;

●    Government agencies;

●    EBG Advisors’ Internet and intranet networks and internal communications systems (e.g., EBG Advisors’ telephonic systems, electronic mail, and messaging platforms); and

●    From other parties, such as clients, professional advisors, public resources, governmental authorities.

C. Release of Personal Data to Third Parties for Business or Legal Reasons

We only disclose your personal information to other organizations who are not our service providers or contractors (i.e., third parties) when we have a legitimate business or legal reason to do so or with your prior permission.

We do not (i) “share” your personal information with third parties for cross-contextual behavioral advertising purposes; or (ii) sell your personal information to third parties.  We have not shared with or sold any categories of your personal information (A-H) to third parties in the last twelve (12) months.

In the last twelve (12) months, we have, or may, disclose the information collected in Categories A-G above to outside organizations or entities who are not service provider or contractors providing services on our behalf including to: state or federal governmental agencies or entities, self-regulatory organizations, among other third-parties, including but not limited to where required by law.

D. Your Rights

You have the right to request that we provide you with the Personal Data we collect, use, and disclose about you. You may “request to know”:

Your request may pertain to the Personal Data collected about you on or after January 1, 2022. If your request covers a time period beyond 12 months from the date of your request, EBG Advisors may deny your request as to that time period where it would be impossible for EBG Advisors to provide you with the information or involve disproportionate effort. EBG Advisors may deny your request to search for certain information under certain circumstances (e.g., where EBG Advisors retains the information solely for legal and compliance purposes and satisfies other statutory exemptions).

You may submit requests concerning any of your rights by contacting EBG Advisors by email at privacy@ebgadvisors.com or by telephone at 1-877-251-2156.  EBG Advisors will use reasonable methods for verifying that the person making a request to know, data portability, request to correct, or a request to delete is the individual about whom EBG Advisors has collected personal information.  We endeavor to respond to a verifiable consumer request within 45 days of its receipt.  If we require more time (up to 90 days), we will inform you of the reason and extension period in writing.  We will deliver our written response by mail or electronically, at your option.  Please provide the method of delivery in addition to the address with such request.  The response we provide will also explain the reasons we cannot comply with a request, if applicable. 

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Privacy Preference Center

When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.

Performance Cookies

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.