Privacy Policy

Introduction and Scope

Source Advisors recognizes the importance of our customers’ privacy, and takes steps to protect your privacy.  This Privacy Policy describes the information we gather, use and disseminate from the contact that we have with you, such as by mail, email, telephone, the Internet, mobile applications, and otherwise, and your choices about how we may disseminate that information. If you have any questions about the Privacy Policy, please contact us at, (817) 732-5494 or 4150 International Plaza, Suite 650, Fort Worth, TX 76109.

Information We Collect

At this time, we collect your name, email address, the company you work for, your professional title, your address, telephone number, and the industry you work in.  Also, please see Section titled “Information We Collect Through Automatic Data Collection Technologies” below for additional information that we may collect through automated means.

However, please keep in mind that we may also collect other information from and about users of our website or any mobile applications we may offer through it (please keep in mind that some of this may be considered personal information pursuant to applicable law), including:

  • Other information by which you may be personally identified which applicable law may consider personally identifiable, personal information, personal data, and other such designations;
  • Information about the device you use to access the website or application;
  • Your IP address and other unique identifiers of your computer device;
  • Your device characteristics and functionality (including information about your operating system, hardware, mobile network, browser, browser language, etc.);
  • Referring and exit web pages and URLs;
  • Your browsing history, including the areas within our website that you visit and your activities there, including remembering you and your preferences;
  • Your device location or other geolocation information, including the zip code, state or country from which you accessed the website or app;
  • Certain other device data, including the time of day you visit our website or app;
  • Financial information you provide in order for us to bill you for our services; and
  • Information about your internet connection and internet provider.

We collect this information:

  • Directly from you when you provide it to us (such as when you fill out forms, including the “contact us” feature on the website, or when you enter into transactions on the website or app);
  • Automatically as you navigate through the website or app, including through the use of cookies, web beacons, and other tracking technologies (see more about this below in the section titled “Information We Collect Through Automatic Data Collection Techniques”); and
  • From third parties, for example, our business partners.

We may also gather and store other personal information you provide to us (such as a social security or tax identification number) for specific purposes that we tell you about (such as obtaining a credit report).

If you give us your email or address, we may send you emails for marketing purposes.  If at any time you do not wish to receive emails or other information from us, please see Section titled “How to Remove Your Name from Our Mailing, Sharing or Email List and How to Correct Information We Have About You” below, or by using the unsubscribe feature in the emails you receive.  

Information We Collect Through Automatic Data Collection Technologies

As you navigate through and interact with our website and mobile applications, we use automatic data collection technologies to collect certain information about you, your equipment, your technology providers, and your activities. These may include:

  • Details of your visits to our website, including traffic data, browsing patterns, location data, logs, and other communication data and the resources that you access and use on the website or app; and
  • Information about your device and about your internet connection and service provider, including:
  • Your IP address, IDFA, Android/Google Advertising ID, IMEI, or another unique identifier;
  • Your device functionality (including information about your operating system, hardware, mobile network, browser, browser language, etc.);
  • Referring and exit web pages and URLs;
  • Your browsing history, including the areas within our website or app that you visit and your activities there, including remembering you and your preferences;
  • Your device location or other geolocation information, including the zip code, state or country from which you accessed the website or app;
  • Your device characteristics;
  • Certain other device data, including the time of day you visit our website or app; and
  • Information about your internet connection and internet provider.

We also may use these technologies to collect information about your online activities over time and across third-party websites or other online services (behavioral tracking).

The information we collect automatically may be statistical data and may also include personal information, or we may maintain it or associate it with personal information we collect in other ways or receive from third parties. This information enables us to:

  • Allow you to use and access the website or app, including preventing fraudulent activity and improving security functionality;
  • Assess the performance of the website or app, including as part of our analytic practices or otherwise to improve the content, products or services offered through the website/app;
  • Offer you enhanced functionality when accessing the website/app, including identifying you when you sign in, and keeping track of your specified preferences;
  • Deliver content relevant to your interests on our website/app and third-party sites based on how you interact with our advertisements and/or content;
  • Estimate our audience size and usage patterns;
  • Speed up your searches; and
  • Analyze our services and products and perform market research.

We do not do so now, but in the future may receive location data passed to us from third-party services or GPS-enabled devices that you have set up, which we may use to show you local information on our mobile applications and for fraud prevention and security purposes. For location information, we may use this information to provide customized services, content, and other information that may be of interest to you. If you no longer wish for us, our affiliates, or our service providers to collect and use location information, you may disable the location features on your device. Consult your device manufacturer settings for instructions on how to do this. Please note that if you disable such features, your ability to access certain features, services, content, or products may be limited or disabled.

The technologies we use for automatic data collection may include:

  • Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. Note that while you can set your browser to not allow cookies, we may not be able to honor that request, and may track your activity and collect information about you and your online activities even when the browser is set to “do not track”;
  • Flash Cookies. Certain features of our website/app may use local stored objects (or Flash cookies) to collect and store information about your preferences and navigation to, from, and on our website/app. Flash cookies are not managed by the same browser settings as are used for browser cookies and you may not be able to shut down our collection of and use of information through this technology;
  • Web Beacons, Pixels and Tags. Pages of our website/app and our e-mails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity);
  • Embedded Scripts. An embedded script is programming code that is designed to collect information about your interactions with the website/app, such as information about the links you click on;
  • ETag, or entity tag. An ETag, or entity tag, is a feature of the cache in browsers. It is an opaque identifier assigned by a web server to a specific version of a resource found at a URL. It is one of several mechanisms that HTTP provides for web cache validation. These allow websites to be more efficient and not serve content again, when data is already cached and ready to view;
  • Fingerprinting. Fingerprinting refers to the collection and analysis of information from your device, such as your operating system, plug-ins, system fonts and other data, for purposes of identification;
  • Recognition Technologies. Recognition technologies refers to various technology features used by websites, including application of statistical probability to data sets, which attempt to recognize or make assumptions about users and devices (e.g., that a user of multiple devices is the same user); and
  • Log Files. These track actions occurring on our website/app, and which help us collect your IP address, browser type, Internet service provider, the webpages from which you came or to which you go before and after visiting our website, and the date and time of your visits.

Google Analytics

We use Google Analytics, a service provided by Google, Inc. (“Google”) for various purposes, including potentially to analyze traffic on our website, to grow our business, to improve and develop our services, to monitor and analyze use of our services, to aid our technical administration, to increase the functionality and user-friendliness of our services, and to verify that users have the authorization needed for us to process their request. Google may collect your IP address, and other information (although typically not your name), and utilizes the data collected to track and examine the use of our website, and to prepare reports for us based on your activities online, among other uses. As part of Google Analytics, Google tracks many variables, including what website you visited prior to coming to our website, how long you stay on a particular page, and your geographic location. Please be aware that Google uses the data it collects from our website for its own purposes, and we do not control or direct such usage. Please visit Google’s privacy policy to understand how Google uses the information it collects:

You may be able to opt out of the use of Google Analytics by visiting

How We Use Your Information

We may use information that we collect about you or that you provide to us, including any personal information:

  • To present our website or mobile application and its contents to you;
  • To provide you with information, products, or services that you request from us;
  • To fulfill any other purpose for which you provide it;
  • To provide you with notices about your account and/or the website;
  • To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection, if needed;
  • To notify you about changes to our website or any products or services we offer or provide though it;
  • To allow you to participate in interactive features on our website, if any;
  • To develop and create our products and services;
  • For behavioral tracking, profiling and advertising;
  • For any other purpose as needed for our business;
  • In any other way we may describe when you provide the information;
  • For any other purpose with your consent;
  • To contact you about our own and third-parties' goods and services that we think may be of interest to you; and
  • To enable us to display advertisements to our advertisers' target audiences.

Disclosures of Personal Information

Unless authorized by you or required by law, we will disclose personal information about you only as follows.

We may employ others to perform services and functions on our behalf, such as our website hosting provider, web developers and maintenance teams, Google Analytics (see their privacy policy here), and (see their privacy policy here).  The services and functions these third parties perform include operating and maintaining our website, sending mail and email, maintaining customer lists and other records, analyzing data, providing marketing consultation and other business assistance, distributing customer surveys, processing credit and debit card payments, and providing customer service.  We will provide personal information about you to such other companies and individuals to the extent it is necessary or appropriate for them to perform the services and functions we retain them to perform.

We may release personal information when we believe it is appropriate to comply with applicable law, regulations, legal process, or governmental request.  We also may release such information to enforce or apply contracts and agreements, or to protect the rights, property, or safety of us, our customers, our employees, or others.

As we continue to develop our business, we might sell or buy subsidiaries or business units.  In such transactions, customer information generally is one of the transferred business assets, but remains subject to the promises made in any pre-existing privacy policy (unless, of course, the customers consent otherwise).  Also, in the event that we (or substantially all of our assets) are acquired, customer information will of course be one of the transferred assets.

Other than as set forth above, we will give you notice when information about you might go to third parties, and you will have the opportunity to instruct us not to share the information.

How to Remove your Name from Our Mailing, Sharing or Email List and How to Correct Information We Have About You

In order to not receive future communications from us, prohibit us from sharing your information with third parties (to the extent we can honor such a request), or correct your information, you can do any of the following:

You may send an email to, send mail to 4150 International Plaza, Suite 650, Fort Worth, TX 76109, or call (817) 732-5494, and instruct us to remove you from our mailing, sharing and email lists. You may also use this email, address and telephone number to request that we correct any information we have about you.

If available, you may use the “opt out” or “unsubscribe” option included in an email that you receive from us.

Children’s Privacy

We do not sell services to children and do not want to collect or store personal information about children.  If you are under 18 years old, you may use our website and purchase services from us only with the involvement of a parent or guardian.  If a child who we know to be under 13 years old sends personal information to us, we will use it only to respond directly to that child to inform him or her that we must have parental consent before receiving his or her personal information.


We take measures reasonably designed to protect your personal information in an effort to prevent loss, misuse and unauthorized access, disclosure, alteration and destruction.

External Links

If any part of our website links you to other websites or mobile applications, those websites and mobile applications do not operate under this Privacy Policy.  We recommend that you examine the privacy statements posted on those other websites and mobile applications to understand their procedures for collecting, using, and disclosing personal information.

How To Contact Us

If you have any questions or concerns about the privacy or security of your information, you may contact at, 4150 International Plaza, Suite 650, Fort Worth, TX 76109 or (817) 732-5494.

Changes to this Privacy Policy

We may update this Privacy Policy in the future, either with or without notice. Continued use of our website signifies your consent to the terms of this Privacy Policy as updated or amended.