Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depends on the product or service you have with us. This information can include:
When you are no longer our customer, we continue to share your information as described in this notice.
All financial companies need to share clients' personal information to run their everyday business. In the section below, we list the reasons companies can share their clients' personal information, the reasons Shorebird, LLC chooses to share, and whether you can limit this sharing.
| Reason | Does Shorebird Share? | Can You Limit This? |
|---|---|---|
| For our everyday business purposes Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes To offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don't share. |
| For our affiliates' everyday business purposes Information about your transactions and experiences | Yes | No |
| For our affiliates' everyday business purposes Information about your creditworthiness | No | We don't share. |
| For non-affiliates to market to you | No | We don't share. |
Any questions? Please feel free to contact Shorebird, LLC at (951) 216-9355.
Who is providing this notice? Shorebird, LLC
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
We collect your personal information, for example, when you:
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
Companies related by common ownership or control. They can be financial and nonfinancial companies. Shorebird, LLC does not share with affiliates so they can market to you.
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Shorebird, LLC does not share with non-affiliates so they can market to you.
A formal agreement between non-affiliated financial companies that together market financial products or services to you. Shorebird, LLC does not jointly market.
No additional information to disclose at this time.
Shorebird, LLC | Privacy Policy — March 2026 | ADV Part 2A | ADV Part 2B