Privacy Policy

Effective August 18, 2026

Scope

This policy applies to the Parks Wealth Partners website. The site is operated for Parks Wealth Partners by Jon Parks. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned.

This website policy does not replace the financial privacy notice that Osaic Wealth provides to consumers and customers under applicable federal financial privacy law. That separate notice describes Osaic's collection, use, and sharing of nonpublic personal information in connection with brokerage or advisory services.

Information collected

When you submit a website form, we collect the information you provide. This may include your name, email address, phone number, the planning topic you select, and the message you write. Please do not submit account numbers, Social Security numbers, tax documents, login credentials, or other sensitive financial information through a website form.

The site and its hosting providers may also process standard technical information such as IP address, browser and device type, referring page, requested pages, date and time, and security logs.

How information is used

We use website information to respond to inquiries, schedule conversations, determine whether services may be a fit, operate and secure the site, maintain records, improve site content, and meet legal, regulatory, supervisory, and compliance obligations. Submitting a form or scheduling a call does not create an advisory, brokerage, fiduciary, tax, or legal relationship.

Sharing

Website information may be shared with Osaic Wealth for supervision, compliance, recordkeeping, and service purposes. It may also be shared with providers that support hosting, form delivery, scheduling, analytics, security, and business operations, and when required by law or reasonably necessary to protect rights, safety, or the integrity of the site. Information may transfer as part of a business reorganization or succession, subject to applicable law.

We do not sell or rent personal information collected through this website for another company's independent marketing.

Analytics and external services

This site uses Fathom Analytics for aggregate website measurement. Fathom does not use cookies or track visitors across unrelated websites. Scheduling links lead to Calendly, and its collection and use of information are governed by its own privacy terms.

Security and retention

We use reasonable administrative, technical, and physical safeguards appropriate to the information handled through the site. No internet transmission or storage system can be guaranteed completely secure. Website inquiry information is retained for as long as reasonably needed for the purposes described above and as required by law, regulation, supervision, or recordkeeping obligations.

Your choices

You may ask about personal information submitted through the website or request a correction or deletion by contacting us. We will evaluate the request under applicable law and any regulatory or recordkeeping obligation. Rights involving information held by Osaic Wealth are governed by Osaic's privacy notice and applicable law.

Children

This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children through the site.

Contact and updates

Questions or requests about this website policy may be sent to jon@parkswp.com or made by phone at 301-788-9666. We may update this policy when our practices, providers, or legal obligations change. The effective date above shows the latest revision.