Legal
Effective Date: June 1, 2025 · Last Updated: June 12, 2026
Quentin Smith Advisory ("Quentin Smith," "we," "our," or "us") is committed to protecting the privacy and confidentiality of all individuals and entities who engage with our firm. This Privacy Policy describes how we collect, use, disclose, and safeguard information obtained through our website and advisory services. Please read this policy carefully. By accessing our website or engaging our services, you acknowledge that you have read and understood this policy.
We collect information you voluntarily provide when you engage with our services, submit financing applications, or contact us directly. This may include your name, email address, phone number, company details, financial information, and government-issued identification for credit evaluation purposes. We may also collect non-personal data such as browser type, IP address, and site usage analytics to improve the performance and security of our platform.
Information collected is used solely to facilitate the advisory, financing, and transactional services you have requested. Specifically, we may use your information to: • Evaluate and process business financing applications • Conduct soft credit inquiries on behalf of applicants • Communicate regarding your inquiry, application, or engagement • Report payment activity to business credit bureaus (Dun & Bradstreet, Equifax Business, Experian Business) where applicable • Comply with applicable legal and regulatory obligations
Quentin Smith does not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances: • With credit bureaus and financial institutions as required to process financing applications • With professional advisors (legal, accounting, compliance) bound by confidentiality obligations • With service providers who assist in operating our platform, under strict data processing agreements • As required by law, court order, or regulatory authority
If you are approved for a credit facility through Quentin Smith, payment activity associated with your account will be reported to major business credit reporting agencies. This reporting is designed to help build your business credit profile and is conducted in accordance with applicable Fair Credit Reporting Act (FCRA) provisions and business credit bureau guidelines.
We implement industry-standard technical and organizational measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. All data transmissions are encrypted using TLS protocols. Access to sensitive information is restricted to authorized personnel on a need-to-know basis. While we employ robust security practices, no method of electronic transmission or storage is 100% secure. We encourage you to contact us immediately if you suspect any unauthorized use of your information.
We retain personal and financial information for as long as necessary to fulfill the purposes for which it was collected, including compliance with legal, accounting, and regulatory requirements. Financing application data may be retained for a minimum of seven (7) years in accordance with applicable financial recordkeeping regulations.
Our website may use cookies and similar tracking technologies to enhance user experience and gather analytics data. You may configure your browser to refuse cookies; however, certain features of our site may not function as intended if cookies are disabled. We do not use tracking technologies for targeted advertising purposes.
Depending on your jurisdiction, you may have the right to access, correct, delete, or restrict the processing of your personal information. To exercise any of these rights, please contact us at the information provided below. We will respond to all legitimate requests within thirty (30) days.
Our website may contain links to third-party websites. Quentin Smith is not responsible for the privacy practices or content of those external sites. We encourage you to review the privacy policies of any third-party sites you visit.
We reserve the right to update this Privacy Policy at any time. Material changes will be communicated via notice on our website. Your continued use of our services following any update constitutes acceptance of the revised policy. The effective date at the top of this page will reflect the most recent revision.
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: Quentin Smith Advisory 8383 Wilshire Blvd, Beverly Hills, California Email: inquiries@quentin-smith.com Phone: +1 (702) 330-7515
© 2026 Quentin Smith Advisory. All rights reserved.
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