Effective Date: June 1, 2026
Last Updated: June 1, 2026

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ATA Trusted Advisors (“ATA,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, contact us, subscribe to our communications, or otherwise interact with us online.

By using this website, you agree to the practices described in this Privacy Policy.

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1. Information We Collect

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We may collect the following categories of information:

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Information You Provide Directly

• Name
• Company name
• Email address
• Phone number
• Job title
• Information you include in contact forms, inquiry forms, newsletter signups, partner applications, or other submissions

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Information Collected Automatically

When you use our website, we may automatically collect certain information, including:

• IP address
• Browser type
• Device type
• Operating system
• Referring pages
• Pages viewed
• Date and time of access
• General usage and analytics data

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Cookies and Similar Technologies

We may use cookies, pixels, tags, and similar technologies to:

• operate and improve the website
• understand traffic and usage patterns
• support analytics and marketing
• remember preferences

You can usually control cookies through your browser settings.

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2. How We Use Information

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We may use your information to:

• respond to inquiries and requests
• provide advisory, consulting, or partnership information
• send newsletters, updates, and marketing communications
• operate, maintain, and improve our website
• analyze website performance and visitor behavior
• administer forms, submissions, and automated workflows
• protect against fraud, misuse, or security issues
• comply with legal obligations
• enforce our rights and agreements

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3. How We Share Information

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We do not sell your personal information in the ordinary course of business.

We may share information with:

• service providers who support our website, hosting, analytics, CRM, email, automation, and related business operations
• professional advisors, including legal, accounting, or compliance advisors
• law enforcement, regulators, or other parties when required by law or to protect rights, safety, or property
• a buyer or successor in the event of a merger, sale, restructuring, or other business transfer

Third-party providers may include website hosting platforms, analytics providers, CRM systems, email marketing tools, advertising tools, and workflow automation tools.

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4. Email Communications

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If you subscribe to our newsletter or otherwise opt in to communications, we may send you emails about ATA insights, updates, services, or related content.

You may unsubscribe at any time by:

• clicking the unsubscribe link in our emails, or
• contacting us using the details below

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5. Analytics, CRM, and Tracking Tools

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We may use third-party tools to better understand how visitors interact with our website, improve performance, manage communications, and support marketing and business development efforts.

These tools may include:

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HubSpot

We may use HubSpot to manage contact forms, CRM records, email communications, lead tracking, and related marketing or sales workflows. Information you submit through forms on our website may be stored and processed through HubSpot.

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Google Analytics

We may use Google Analytics to understand how visitors use our website, including pages visited, time spent on pages, referral sources, browser and device information, and approximate location information derived from IP address. This helps us improve website performance, content, and user experience.

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LinkedIn Insight Tag

We may use the LinkedIn Insight Tag to better understand website visitor activity, measure the effectiveness of LinkedIn campaigns, and support remarketing or advertising insights. This tool may collect information such as URL, referrer, IP address, device and browser characteristics, and timestamps.

These providers may use cookies, pixels, and similar technologies to collect and process data in accordance with their own privacy policies.

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6. Data Retention

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We retain personal information for as long as reasonably necessary to:

• fulfill the purposes described in this Privacy Policy
• maintain business and operational records
• comply with legal, tax, accounting, or regulatory obligations
• resolve disputes and enforce agreements

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7. Data Security

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We use reasonable administrative, technical, and organizational measures to help protect personal information. However, no website, transmission, or storage system can be guaranteed to be completely secure.

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8. Your Privacy Choices and Rights

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Depending on where you live and applicable law, you may have the right to:

• request access to certain personal information we hold about you
• request correction of inaccurate information
• request deletion of your information
• opt out of certain marketing communications
• request information about how your data is used or disclosed

To make a privacy request, contact us at: info@atatrustedadvisors.com

We may need to verify your identity before processing certain requests.

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9. Children’s Privacy

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Our website is not directed to children under 13, and we do not knowingly collect personal information from children.

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10. Third-Party Links

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Our website may contain links to third-party websites or services. We are not responsible for the privacy, security, or content practices of those third parties.

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11. International Visitors

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If you access our website from outside the United States, please note that your information may be transferred to, stored, and processed in the United States or other jurisdictions where our service providers operate.

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12. Changes to This Privacy Policy

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We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last Updated” date.

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13. Contact Us

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If you have questions about this Privacy Policy or our privacy practices, contact us at:

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ATA Trusted Advisors
451 Hungerford Dr Suite 119Rockville, MD 20850Email: info@atatrustedadvisors.comPhone: (301) 941-4600