Privacy Policy

Last updated: February 24, 2026

Introduction

Green Dot Advisors ("we," "us," or "our") operates greendotadvisors.com. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website and services.

Information We Collect

We collect the following types of information from you:

• Contact Information: Name, email address, and phone number
• Applicant Details: Information about your applicant type and background
• Questionnaire Responses: Answers provided through our consultation questionnaires
• Analytics Data: Information about your browsing behavior and site interactions

How We Use Your Information

We use the information we collect for the following purposes:

• Consultation Follow-up: To contact you regarding your inquiry and provide tailored advisory services
• Marketing Communications: To send you updates about our services and relevant industry information (you may opt out at any time)
• Eligibility Assessment: To evaluate your qualifications and provide preliminary guidance related to Virginia cannabis licensing
• Service Improvement: To understand how you use our site and enhance our offerings
• Legal Compliance: To comply with applicable laws and regulations

Third-Party Services

We use the following third-party services to operate our website and serve you better:

• Formspree: Processes contact forms and consultation submissions
• Google Analytics 4: Tracks website usage and visitor behavior for analytics purposes
• Microsoft Clarity: Records session interactions to help us understand user experience
• Airtable: Stores and manages customer relationship management (CRM) data

These third parties have their own privacy policies and data handling practices. We recommend reviewing their privacy policies to understand how they handle your information.

Cookies and Tracking Technologies

We use cookies to enhance your experience on our website. Specifically:

• Google Analytics 4 Cookies: Used to track website traffic and user behavior
• Microsoft Clarity Cookies: Used to record session data for user experience analysis

When you first visit our site, a cookie consent banner appears. By continuing to use our site, you accept the use of these cookies. You may also manage cookie preferences through your browser settings.

Your Privacy Rights

We respect your privacy and provide the following options:

• Opt-Out of Marketing Emails: You may unsubscribe from marketing communications by clicking the unsubscribe link in any email we send you
• Data Deletion Request: You may request that we delete your personal information by contacting us at yin@greendotadvisors.com
• Data Access: You may request a copy of the personal information we hold about you

Data Retention

We retain your contact information for up to two years from the date of collection to maintain our consulting records and follow-up capabilities. If you request deletion of your data, we will remove it from our systems within 30 days, except where we are required to retain it for legal or regulatory purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

No Sale of Personal Information

We do not sell, trade, or otherwise disclose your personal information to third parties for their direct marketing or commercial purposes. Your information is used solely by Green Dot Advisors and our designated service providers as described in this policy.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.

Policy Changes

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website and updating the "Last updated" date at the top of this page.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

Green Dot Advisors
Email: yin@greendotadvisors.com