Opt Out / Exercise Your Rights

Please complete the form below to request your personal data report or data deletion in compliance with California Civil Code and other data privacy laws.

Please provide us with accurate information to help us quickly comply with your request quickly.

Please provide the webpage address where you saw your information on our site.

Advisor Registry is an online searchable database used by individuals and business owners to find a local advisor to assist them with their financial planning needs. If you are currently listed and would like to update your profile, please click here.

If you would like to be removed from our database, submit the form on this page and someone from our staff will delete your profile from the site as soon as possible.