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  • Home
  • About Us
  • Job Seekers
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Privacy Policy

 

Privacy Policy

Effective Date: December 14, 2020
Last Updated: August 11, 2026


Middleton Advisory Group, LLC (“Middleton Advisory Group,” “MAG,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit middletonadvisorygroup.com, contact us, submit information through our website, or otherwise interact with us in connection with our recruiting, consulting, advisory, and related services.


By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.


1. Information We Collect

Information You Provide to Us

We may collect information that you voluntarily provide, including:


  • Name
  • Email address
  • Telephone number
  • Company or organization information
  • Job title or professional information
  • Information contained in inquiries, correspondence, or other communications
  • Information you provide in connection with recruiting, consulting, advisory, or business-development services


Please do not submit sensitive personal information through a general website contact form unless we specifically request it.


Information Collected Automatically

When you visit our website, we and service providers that support the website may automatically receive certain technical information, such as:


  • Internet Protocol (IP) address
  • Browser and device information
  • Operating system
  • Referring website or page
  • Pages visited
  • Dates and times of visits
  • General website usage and diagnostic information
  • Cookie and similar technology information


This information may be used to operate, secure, troubleshoot, and improve the website.


Google reCAPTCHA

Our website uses Google reCAPTCHA to help protect forms and the website against spam, fraud, and abuse. Google may collect information in connection with providing this service in accordance with Google's own privacy terms and policies.


2. How We Use Information

We may use personal information to:


  • Respond to inquiries and requests
  • Communicate with prospective and current clients, candidates, business contacts, and other individuals
  • Provide recruiting, talent acquisition, consulting, advisory, and related services
  • Evaluate or facilitate potential business or professional opportunities
  • Maintain and manage business relationships
  • Operate, maintain, secure, and improve our website
  • Prevent fraud, abuse, security incidents, and other harmful activity
  • Maintain business and administrative records
  • Comply with applicable laws, regulations, legal processes, and contractual obligations
  • Establish, exercise, or defend legal rights
  • Send business or marketing communications where permitted by law and consistent with any consent required by applicable law


You may opt out of promotional email communications by using the unsubscribe mechanism included in the communication or by contacting us.


3. How We Disclose Information

We may disclose personal information in the following circumstances:


Service Providers

We may provide information to companies that perform services on our behalf, such as website hosting, information technology, communications, email, customer relationship management, cybersecurity, analytics, professional services, or other operational support.


Clients, Candidates, and Business Partners

In connection with our recruiting and advisory services, information may be provided to clients, candidates, prospective employers, professional contacts, or other parties when appropriate to provide requested services, facilitate an opportunity, or at your direction or with your authorization.


Legal and Safety Purposes

We may disclose information if we reasonably believe disclosure is necessary to comply with applicable law, legal process, governmental requests, enforce agreements, investigate suspected wrongdoing, protect our rights or property, or protect the safety and security of MAG or others.


Business Transactions

Information may be transferred in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, subject to applicable law.

MAG does not sell personal information submitted through our website for monetary consideration.


4. Cookies and Similar Technologies

Our website and the services used to operate it may use cookies and similar technologies for functions such as website operation, security, fraud prevention, preferences, performance, and analytics.


Your browser may allow you to block or delete cookies. Disabling certain cookies may affect website functionality.


If we introduce advertising, behavioral tracking, or other technologies that require additional notice, consent, or opt-out rights, we will implement appropriate controls and update this Privacy Policy as required.


5. Online Tracking and Do Not Track

Some browsers provide a “Do Not Track” or similar browser setting. Because there is not a single universally accepted standard for responding to traditional Do Not Track signals, our website may not respond to those signals.


Where applicable law requires recognition of a legally recognized opt-out preference signal or similar mechanism, we will comply with applicable requirements.


Third parties providing website, security, analytics, or other services may collect information through their technologies subject to their own privacy practices.


6. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including providing services, maintaining business and professional relationships, complying with legal and contractual obligations, resolving disputes, maintaining appropriate business records, and protecting our legal rights.


Retention periods may differ depending on the type of information and the reason it was collected.

7. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

However, no website, electronic transmission, or information-storage system can be guaranteed to be completely secure.


8. Your Privacy Choices and Rights

Depending on where you live and applicable law, you may have rights concerning your personal information, which may include rights to:


  • Request information about personal information we maintain about you
  • Request access to personal information
  • Request correction of inaccurate information
  • Request deletion of certain personal information
  • Object to or request restrictions on certain processing
  • Opt out of certain marketing communications
  • Exercise other rights provided by applicable privacy law


To make a privacy request, contact us at:


info@middletonadvisorygroup.com


We may need to verify your identity before fulfilling certain requests. We will not unlawfully discriminate against an individual for exercising applicable privacy rights.

These provisions do not create rights beyond those required by applicable law.


9. California Privacy Disclosure

California law requires certain commercial websites that collect personally identifiable information from California residents to disclose their privacy practices.


The categories of personal information MAG may collect are described in Section 1 of this Privacy Policy. The purposes for which information is used are described in Section 2, and the categories of parties to whom information may be disclosed are described in Section 3.


You may contact us at info@middletonadvisorygroup.com to request review or correction of personal information you have provided to us.


Information concerning online tracking and Do Not Track signals is provided in Section 5.

If MAG becomes subject to additional requirements under the California Consumer Privacy Act or other applicable California privacy laws, we will provide the notices, rights, and mechanisms required by those laws.


10. Children's Privacy

Our website and services are intended for adults and businesses and are not directed to children under 13.


We do not knowingly collect personal information online from children under 13. If we learn that we have collected such information without appropriate authorization, we will take reasonable steps to delete it.


11. Third-Party Websites and Services

Our website may contain links to websites, platforms, or services operated by third parties. Their privacy practices are governed by their own policies, not this Privacy Policy.

We encourage you to review the privacy practices of third-party services before providing personal information to them.


12. Changes to This Privacy Policy

We may update this Privacy Policy as our website, services, technology, or legal obligations change.


When we make changes, we will revise the “Last Updated” date above. If changes are material, we may provide additional notice when appropriate or required by law.


13. Contact Us

Questions, requests, or concerns regarding this Privacy Policy or our privacy practices may be directed to:


Middleton Advisory Group, LLC
Hobe Sound, Florida, United States
Email: info@middletonadvisorygroup.com
Phone: (480) 662-8617
Website: middletonadvisorygroup.com


 

Terms and Conditions


Effective Date: December 14, 2020
Last Updated: August 11, 2026


Welcome to the website of Middleton Advisory Group, LLC (“Middleton Advisory Group,” “MAG,” “we,” “us,” or “our”).

These Terms and Conditions (“Terms”) govern your access to and use of middletonadvisorygroup.com and any pages, content, forms, features, or services made available through the website (collectively, the “Website”).


By accessing or using the Website, you agree to these Terms. If you do not agree with these Terms, please do not use the Website.


1. About Middleton Advisory Group


Middleton Advisory Group provides recruiting, talent acquisition, consulting, advisory, leadership development, business development, and related professional services.


The information available through this Website is intended to provide general information about MAG and its services. Accessing the Website, submitting an inquiry, or communicating with MAG through the Website does not by itself create a client, consulting, recruiting, employment, agency, fiduciary, or other professional relationship.


Any specific engagement with MAG may be governed by a separate written agreement. If these Terms conflict with a signed agreement between you or your organization and MAG, the signed agreement will control with respect to that engagement.


2. Website Use


You may use the Website only for lawful purposes.


You agree not to:


  • Use the Website in violation of any applicable law or regulation
  • Attempt to gain unauthorized access to the Website, its systems, accounts, networks, or data
  • Interfere with or disrupt the operation or security of the Website
  • Introduce viruses, malicious code, automated attacks, or other harmful technology
  • Scrape, harvest, copy, or collect Website content or information through unauthorized automated means
  • Impersonate another person or organization
  • Submit false, fraudulent, misleading, defamatory, unlawful, or malicious information
  • Use information obtained through the Website to harass, discriminate against, threaten, or harm another person
  • Use the Website or its content in a manner that infringes MAG's or another party's intellectual property or other legal rights


MAG may restrict or terminate access to the Website if we reasonably believe these Terms have been violated or use of the Website threatens MAG, its systems, clients, candidates, users, or others.


3. Recruiting and Employment Information


MAG may provide information concerning employment opportunities, candidates, employers, recruiting opportunities, compensation, markets, business conditions, or other professional matters.


Such information is provided for informational and recruiting purposes and does not constitute a guarantee of:


  • Employment
  • An interview
  • An offer
  • Candidate availability
  • Candidate qualifications
  • Compensation
  • Production or performance
  • Employment duration
  • Business results
  • Placement success
  • Hiring success


Employment, hiring, compensation, licensing, background checks, credential verification, and other employment decisions remain the responsibility of the applicable candidate and employer unless otherwise specifically provided in a written agreement.


MAG does not guarantee that any particular candidate, employer, position, opportunity, or engagement will be suitable for any particular person or organization.


4. Consulting and Advisory Information


Information presented on the Website may discuss recruiting, sales, leadership, business strategy, mortgage or real-estate industry conditions, marketing, operations, finance, or other business matters.


Website content is provided for general informational purposes only.


Nothing on the Website constitutes legal, tax, accounting, investment, financial, regulatory, licensing, or other professional advice requiring a separately licensed professional.


You should obtain appropriate professional advice regarding decisions that depend upon your particular circumstances.


5. No Guarantee of Results


MAG may describe strategies, methodologies, experiences, client outcomes, industry observations, or potential benefits of its services.


Past performance, examples, testimonials, projections, estimates, and descriptions of potential results do not guarantee future performance.


Actual results depend on numerous circumstances beyond MAG's control, including market conditions, employer decisions, candidate decisions, business operations, execution, competition, economic conditions, and other factors.


Unless expressly stated in a signed agreement, MAG does not guarantee any specific recruiting, hiring, revenue, cost-saving, performance, growth, placement, or other business result.


6. Accuracy of Website Information


We make reasonable efforts to provide useful and accurate information, but Website content may contain errors, omissions, outdated information, or information that changes after publication.


Industry conditions, employment opportunities, regulations, compensation information, market data, company information, and similar matters may change without notice.


MAG does not warrant that all Website information will always be complete, current, or error-free.


We may modify, update, remove, or discontinue Website content at any time.


7. Information You Submit


When you submit information through the Website, you represent that:


  • The information you provide is accurate to the best of your knowledge
  • You have the right to provide the information
  • Your submission does not violate another person's rights or applicable law


You retain ownership of information and materials that you own.


By voluntarily submitting information to MAG, you authorize MAG to use, process, reproduce, transmit, and disclose that information as reasonably necessary to respond to your request, communicate with you, evaluate potential opportunities, provide requested services, operate our business, and otherwise act consistently with our Privacy Policy and applicable law.


Submitting information through a general Website form does not obligate MAG to provide services, represent you, contact an employer or candidate, or take any particular action.


Please do not submit confidential, proprietary, or highly sensitive information through a general Website contact form unless MAG specifically requests it or an appropriate relationship has already been established.


8. Privacy


Your use of the Website is also subject to the Middleton Advisory Group Privacy Policy.


The Privacy Policy explains how MAG may collect, use, disclose, retain, and protect personal information.


9. Communications


If you provide contact information to MAG, we may use that information to respond to your inquiry and communicate with you regarding the reason you contacted us, our services, professional opportunities, or an existing business relationship, as permitted by applicable law.


Where legally required, marketing communications will be subject to applicable consent and opt-out requirements.


You may opt out of promotional email communications using the unsubscribe mechanism provided in those communications or by contacting MAG.


Consent to receive marketing communications is not a condition of simply visiting the Website.


Separate consent or terms may apply to text messages, automated communications, newsletters, or other communications if MAG introduces or uses those services.


10. Intellectual Property


Unless otherwise indicated, the Website and its original content, including text, branding, logos, graphics, design, layout, photographs, videos, downloads, reports, presentations, methodologies, and other materials, are owned by or licensed to Middleton Advisory Group and are protected by applicable intellectual-property laws.


You may access and use Website content for ordinary personal or legitimate business evaluation purposes.


You may not reproduce, republish, distribute, modify, sell, license, commercially exploit, or create derivative works from MAG-owned Website content without prior written permission, except where permitted by applicable law.


“Middleton Advisory Group,” “MAG,” associated logos, branding, and other source identifiers may be trademarks, service marks, or trade names of Middleton Advisory Group. No right to use those marks is granted merely by accessing the Website.


11. Reviews, Testimonials, and Feedback


Nothing in these Terms prevents you from providing an honest review or expressing your truthful opinion about MAG, its services, or your experience.


If you voluntarily provide suggestions or feedback directly to MAG regarding our Website or services, we may use those suggestions or feedback to improve our business and services.


This provision does not transfer ownership to MAG of reviews or other content you independently publish about your experience with MAG.


12. Third-Party Websites and Services


The Website may contain links to or use services provided by third parties, including social networks, technology providers, security providers, or other external services.


A link or integration does not necessarily constitute MAG's endorsement of the third party or its content.


MAG does not control third-party websites and is not responsible for their availability, content, privacy practices, security, products, services, or terms.

Your use of third-party services is subject to the applicable third party's own terms and policies.


13. Google reCAPTCHA


MAG may use Google reCAPTCHA or similar security technology to protect Website forms and systems against spam, fraud, abuse, and automated activity.

Use of reCAPTCHA is also subject to applicable Google terms and privacy policies.


14. Website Availability and Security


We may modify, suspend, restrict, or discontinue all or any portion of the Website at any time.


Although MAG takes reasonable measures to maintain and secure the Website, we cannot guarantee that the Website will always be available, uninterrupted, secure, or free from errors, malware, or other harmful components.


You are responsible for using appropriate security precautions when accessing websites and electronic communications.


15. Disclaimer of Warranties


TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE WEBSITE AND ITS CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.

MAG DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE WEBSITE OR ITS CONTENT, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, TO THE EXTENT SUCH WARRANTIES MAY LEGALLY BE DISCLAIMED.


MAG DOES NOT WARRANT THAT THE WEBSITE WILL BE UNINTERRUPTED, ERROR-FREE, COMPLETELY SECURE, OR THAT ANY INFORMATION PROVIDED THROUGH THE WEBSITE WILL PRODUCE A PARTICULAR RESULT.


Nothing in these Terms excludes warranties or rights that cannot legally be excluded under applicable law.


16. Limitation of Liability


TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, MIDDLETON ADVISORY GROUP, LLC AND ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, REPRESENTATIVES, AND AGENTS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO YOUR USE OF, OR INABILITY TO USE, THE WEBSITE.


THIS INCLUDES, TO THE EXTENT PERMITTED BY LAW, LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITIES, GOODWILL, OR OTHER INTANGIBLE LOSSES.

Nothing in these Terms limits liability that cannot legally be limited or excluded.


Any liability arising from services provided pursuant to a separate written agreement will be governed by that agreement rather than this Website provision to the extent applicable.


17. Indemnification


To the extent permitted by applicable law, you agree to defend, indemnify, and hold harmless Middleton Advisory Group, LLC and its owners, officers, employees, contractors, representatives, and agents from claims, liabilities, damages, losses, and reasonable costs arising from your unlawful use of the Website, your material violation of these Terms, or your infringement of another person's rights.


This provision does not require indemnification for conduct for which indemnification cannot legally be required.


18. Governing Law


These Terms and your use of the Website will be governed by the laws of the State of Florida, without regard to conflict-of-law principles, except where applicable law requires otherwise.


To the extent a dispute concerning these Website Terms may properly be subject to a contractual forum selection provision, you agree that proceedings will be brought in an appropriate state court located in Martin County, Florida, or an applicable federal court serving that area, subject to any jurisdictional requirements and any rights that cannot legally be waived.


This provision does not override a different governing-law, dispute-resolution, arbitration, or venue provision contained in a separate written agreement with MAG.


19. Changes to These Terms


MAG may update these Terms as its Website, services, technology, or legal requirements change.


When we update these Terms, we will revise the “Last Updated” date above.


Material changes will apply prospectively as required by applicable law. We will provide additional notice or obtain additional agreement where legally required.


Your continued use of the Website after updated Terms become effective constitutes acceptance of the updated Terms to the extent permitted by applicable law.


20. Severability


If any provision of these Terms is determined to be invalid or unenforceable, that provision will be interpreted or limited to the extent necessary to make it enforceable where legally permissible, and the remaining provisions will remain in effect.


21. No Waiver


MAG's failure to enforce any provision of these Terms does not constitute a waiver of that provision or any other right.


22. Entire Website Agreement


These Terms, together with the Privacy Policy and any other policies expressly incorporated by reference, constitute the agreement between you and MAG concerning use of the Website.


They do not replace or modify any separate signed agreement governing recruiting, consulting, advisory, referral, or other professional services.


23. Contact Us


Questions regarding these Terms may be directed to:


Middleton Advisory Group, LLC
Hobe Sound, Florida, United States
Email: info@middletonadvisorygroup.com
Phone: (480) 662-8617
Website: middletonadvisorygroup.com


Copyright © 2026 Middleton Advisory Group, LLC - All Rights Reserved.

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