PRIVACY POLICY

Origin Financial Group, LLC
Effective Date: January 2026

Introduction

Origin Financial Group, LLC (“Origin Financial,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains what information we collect, how we use it, the circumstances under which it may be disclosed, and the choices available to you regarding your personal information.

By accessing or using OriginFinancialGroup.com (the “Website”), you acknowledge and agree to the practices described in this Privacy Policy.

Company Information

Origin Financial Group, LLC
30 N Gould St, Sheridan WY 82801

Email: [email protected]

Legal: [email protected]

Information We Collect

Depending on your interaction with our Website, we may collect the following categories of information:

Information You Provide Directly

·         Name

·         Email address

·         Telephone number

·         Mailing address

·         Survey responses

·         Information submitted through contact forms, subscriptions, downloads, or SMS enrollment

Information Collected Automatically

·         IP address

·         Browser type and version

·         Device identifiers

·         Operating system information

·         Referring and exit pages

·         Date and time of access

·         Website usage activity and navigation patterns

SMS Enrollment Information

When you voluntarily provide your mobile telephone number and opt in to receive text communications, we collect information necessary to administer and document your consent, including enrollment method, consent records, and communication preferences.

How We Use Information

We may use collected information to:

·         Provide requested content, newsletters, and educational materials

·         Deliver market commentary and financial insights

·         Respond to inquiries and support requests

·         Communicate through email, SMS, or other approved channels

·         Personalize Website content and user experience

·         Improve Website functionality and performance

·         Detect, investigate, and prevent unauthorized activity

·         Fulfill legal, regulatory, and compliance obligations

·         Maintain records required by applicable telecommunications regulations

We use personal information only for legitimate business purposes described in this Policy.

Cookies and Similar Technologies

Our Website may use cookies, analytics tools, pixels, and similar technologies to:

·         Operate and secure the Website

·         Improve performance and functionality

·         Understand aggregate visitor behavior

·         Enhance user experience

Most browsers allow you to modify cookie settings or disable cookies entirely. Certain Website features may not function properly if cookies are disabled.

SMS Communications

Origin Financial may offer subscribers the opportunity to receive informational and promotional text messages.

Consent

Participation in SMS programs is voluntary. By entering your mobile number and affirmatively opting in through a separate, unchecked consent mechanism, you provide prior express written consent to receive recurring automated informational and marketing text messages. Consent is not a condition of purchasing any product, service, membership, or access to Website content.

Types of Messages

Subscribers may receive:

·         Account or support-related notifications

·         Educational content and market updates

·         Research announcements

·         Promotional communications

·         Event and webinar notifications

·         Other content specifically requested by the subscriber

Message Frequency

Message frequency varies based on subscriber preferences, activity, and program enrollment.

Costs

Message and data rates may apply according to your wireless carrier plan.

Opt-Out Instructions

You may discontinue SMS communications at any time by replying:

STOP, CANCEL, END, QUIT, or UNSUBSCRIBE

Following receipt of an opt-out request, we will send a confirmation message and cease further communications unless you subsequently re-enroll. For assistance, reply HELP or contact [email protected].

Protection of Mobile Information

We do not sell, rent, transfer, lease, or disclose mobile phone numbers, SMS consent records, or opt-in information to third parties for their independent marketing purposes. SMS consent data is maintained solely for communication administration, regulatory compliance, and recordkeeping purposes.

Information Sharing

We do not sell personal information to advertising networks or data brokers.

Information may be disclosed only when reasonably necessary:

·         To service providers performing functions on our behalf

·         To comply with legal obligations or lawful governmental requests

·         To protect the security of our systems and users

·         In connection with a merger, acquisition, or business transfer subject to equivalent privacy protections

Data Security and Retention

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. Information is retained only for as long as necessary to fulfill legitimate business, legal, regulatory, and operational requirements.

California Privacy Rights

California residents may have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to:

·         Know what information we collect

·         Request access to collected information

·         Request correction of inaccurate information

·         Request deletion of personal information

·         Opt out of certain data-sharing activities

To exercise these rights, contact [email protected].

Your Rights

Subject to applicable law, you may request to:

·         Access personal information

·         Correct inaccurate information

·         Delete personal information

·         Withdraw previously granted consent

·         Opt out of marketing communications

Requests may be submitted to [email protected].

No Investment Advice

The content available through this Website is provided solely for educational and informational purposes. Nothing contained on this Website constitutes investment advice, financial advice, legal advice, tax advice, or a recommendation to buy or sell any security, commodity, digital asset, or financial instrument. Users should consult qualified professional advisors before making financial decisions.

Changes to This Policy

We reserve the right to modify this Privacy Policy at any time. Updated versions will be posted on the Website with a revised effective date. Continued use of the Website after publication of revisions constitutes acceptance of the updated Policy.

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