Maintaining your trust and confidence is a high priority. That's why we want you to understand how your privacy is protected. The following privacy notice is issued by Progress Advisors, LLC.

In connection with providing you with investment advisory services, we collect nonpublic personal information about you from your account application and other forms that you may deliver to us, and from your securities transactions through us and our affiliates. This is information that regulators consider necessary for the proper servicing of your account. We restrict access to nonpublic personal information about you to only those employees who need to know that information to provide products and services to you, and we maintain physical, electronic, and procedural safeguards that comply with federal standards to maintain the security of your nonpublic personal information.

In order to establish or maintain a brokerage account with an unaffiliated third party or an affiliated entity, to manage your investment portfolio(s), to utilize the services of third-party investment advisers, and to service your account properly, we may disclose all of the information that we collect, as described above, to firms that assist us in servicing your account, such as the broker/dealer executing transactions in your account, the clearing broker/dealer, and the third-party investment adviser from whom we receive advisory services related to your account.

All records containing your nonpublic personal information are kept at our principal place of business and may also be kept at those companies with whom we associate in order to service your account. These entities may include broker/dealers through whom securities transactions may be effected. These service providers are required to protect the confidentiality of your information and to use the information only for the purposes for which disclosure to them is made. Your nonpublic personal information may be shared among the entities described in this notice, their affiliates, and their non-affiliates who provide transfer agent services, custody services, clearing services or other services related to the management and servicing of your account.

We do not disclose nonpublic personal information about present or former customers to non-affiliated third parties other than those identified in this notice, except as permitted or required by law.

If you decide to close your account(s) or become an inactive customer, we will continue to adhere to the privacy policies and practices set forth above.

If you have any questions concerning this Privacy Policy, please write to us at the address above.

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Progress Advisors, LLC
701 Brickell Avenue
Suite 2550
Miami, Florida 33131