Effective date: January 1, 2026

Privacy policy

My RIA Registration ("we," "us," or "our") operates myriaregistration.com and provides RIA registration and compliance consulting services. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or engage our services. By using our website, you agree to the practices described below.

1. Information we collect

Information you provide directly

We collect information you provide when you contact us or book a consultation, including your name, email address, firm name, and any details you share about your business or compliance needs.

Calendly booking data

When you schedule a discovery call through Calendly, Calendly collects your name, email address, and any information you provide in the booking form. We receive this information to prepare for and conduct your call. Calendly's own privacy policy governs how Calendly handles your data on their platform.

Website analytics

We use Google Analytics to understand how visitors use our website. Google Analytics collects data such as pages visited, time spent on the site, referring websites, browser type, and general geographic location. This data is aggregated and does not identify you personally. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

Cookies and tracking technologies

Our website uses cookies and similar technologies to support analytics and improve your experience. You can control cookie settings through your browser. Note that disabling cookies may affect some website functionality.

2. How we use your information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide RIA registration and compliance consulting services
• Communicate with you about your engagement, including status updates and deliverables
• Improve and maintain our website
• Comply with applicable legal and regulatory obligations
• Send service-related communications (we do not send unsolicited marketing emails)

3. Third-party tools and service providers

We use the following third-party tools in the operation of our business. Each is governed by its own privacy policy:

• Calendly — appointment scheduling
• Google Analytics — website analytics
• HubSpot — customer relationship management
• Zoho — business operations and billing
• Stripe — payment processing
• Formspree — contact form processing

These providers may have access to your personal information only to perform services on our behalf and are contractually obligated not to disclose or use it for any other purpose.

4. We do not sell your data

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We share your information only as described in this policy or as required by law.

5. Data retention

We retain client information for as long as necessary to provide our services and comply with applicable legal, regulatory, and recordkeeping obligations. For compliance consulting engagements, we may be required to retain certain records for periods specified by applicable regulations. When retention is no longer required, we securely delete or anonymize your information.

6. Your rights and choices

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information, subject to our legal retention obligations
• Opt out of marketing communications
• Lodge a complaint with a data protection authority

To exercise any of these rights, please contact us at info@myriaregistration.com. We will respond within 30 days.

7. Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

8. Children's privacy

Our website and services are directed to business professionals and are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to this policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the effective date at the top of this page. Your continued use of our website after any changes constitutes your acceptance of the updated policy.

10. Contact us

If you have questions about this Privacy Policy or our data practices, please contact us:

My RIA Registration
info@myriaregistration.com
myriaregistration.com