Privacy Policy

When Information Is Collected

We collect information from you when you purchase; register an account; or fill out a form to “opt-in” for participation in a service, promotion or contest, complete a survey, chat, or engage with other site features.
What Information Is Collected

You may visit our site anonymously. When you request services, we ask for and collect data that’s required to fulfill your requests, including personally-identifiable information like your name, your address, your phone number(s), your email, license credentials, etc.

How Information Is Used

We use the information we collect from you to process your transaction(s), provide compliance and related services, personalize your experience, and/or improve our website and customer service. If you enroll, we may also contact you with information related to investments and financial services best practices.

Please be aware that the processing of certain requests involves transmission of personally-identifiable information to essential participants including but not limited to ISPs (Internet Service Providers), broker dealer networks, processing services, and other integral service providers. In such arrangements, consumer data is contained behind secure servers, encrypted and safeguarded to the best of our abilities, and we bear no legal responsibility if it is compromised.

Third Parties

Other than those involved in processing your transactions, we will not make any of your personally-identifiable information available to anyone at any time for any purpose. Specifically, unless you choose to do so, we never share any information with third parties for marketing, sales, email, or solicitations of any kind.

We may use third parties to store data offsite to track aggregate user behavior for internal purposes to recognize general use patterns and improve our service.

In the event of a merger, consolidation, or sale or transfer of all or substantially all of the business assets of The Professional Alliance, Inc, the information we collect from our customers and members would generally be transferred to the new entity (“Successor”). However, the use of this information by any Successor remains governed by the terms of this privacy policy.

Affiliates, Resources, and Links

At our discretion, we may provide links to outside websites for related information, products, and/or services, whether we have formal affiliations with them or not. These websites have their own separate and independent privacy policies, and therefore we are not responsible for the content or activities of any such site.
If you have any feedback about any such site, including concerns about how your personal information may have been used, please contact us.


Cookies are small files stored on your computer through your browser with information about your activity on the site. Use of cookies helps improve usability for customers by recognizing visitors who are returning after a prior visit and providing a more personalized experience, and by providing aggregate data about site traffic and patterns we can use to offer new features and functionality in the future. We may also use cookies in the process of displaying relevant advertising, including retargeted advertising, adhering to IAB certification standards. Cookies may be associated with other data and profiled anonymously to ascertain visitors’ likely demographics like gender and age (not your individual demographics).

In addition, you may have encountered third party cookies along the path to finding our website. For example, Google may use cookies to track click behavior from its search results. In such cases, data use and privacy are subject solely to the terms and policies of the third party. The Professional Alliance, Inc has no authority or control over such activity, and no responsibility whatsoever for its use or protection.

Your browser has settings that control the use of cookies on your computer. Each browser is a little different; consult your “Help” menu for specific instructions to modify your cookie settings. If you turn off cookies, some features on our site may not work; we recommend having cookies turned on. In addition, add-ons are available for some browsers (including Google Chrome) to control handling of individual users’ cookies.


We periodically email prospects in the marketplace. You may unsubscribe by clicking on the “unsubscribe” button on any email, or by sending a blank email from the email address you want unsubscribed with the subject header “Unsubscribe” to unsubscribe(at)

If an instance presents itself involving important news that in our view the bulk of customers would reasonably want to receive promptly (for example an important correction to material terms), such notification may be provided by email even if you have not opted in, or have unsubscribed.


We may disclose any personally-identifiable information you provide under the following circumstances:
1. If instructed, or reasonably believed required, by an authority to comply with any law, regulation, governmental request, or judicial process;
2. If such disclosure is necessary or appropriate to operate this website, to process any requests you make, or to conduct any services or promotions in which you participate;
3. To protect the rights or property of The Professional Alliance, Inc, its users, sponsors, providers, owners, investors, licensors, or affiliates, including the right to limit fraud in cases where fraud is reasonably suspected.


By using our site, you consent to all terms contained herein.


We may change the terms of this privacy policy at any time at our sole discretion. Any changes will be reflected on this page, and considered in effect upon posting.