Last updated June 13, 2024 

Thank you for choosing to be part of our community at Coker, Wolfe & Associates, Inc. (“Company”,  “we”, “us”, “our”). We are committed to protecting your personal information and your right to  privacy. If you have any questions or concerns about this privacy notice, or our practices with  regards to your personal information, please contact us at 

When you use our mobile application, as the case may be (the “App”) and more generally, use any  of our services (the “Services”, which include the App), we appreciate that you are trusting us with  your personal information. We take your privacy very seriously. In this privacy notice, we seek to  explain to you in the clearest way possible what information we collect, how we use it and what  rights you have in relation to it. We hope you take some time to read through it carefully, as it is  important. If there are any terms in this privacy notice that you do not agree with, please discontinue  use of our Services immediately. 

This privacy notice applies to all information collected through our Services (which, as described  above, includes our App), as well as any related services, sales, marketing or events. 

Please read this privacy notice carefully as it will help you understand what we do with the  information that we collect. 


Information automatically collected 

In Short: Some information — such as your Internet Protocol (IP) address and/or browser and  device characteristics — is collected automatically when you visit our App.

We automatically collect certain information when you visit, use or navigate the App. This  information does not reveal your specific identity (like your name or contact information) but may  include device and usage information, such as your IP address, browser and device characteristics,  operating system, language preferences, referring URLs, device name, country, location, information  about how and when you use our App and other technical information. This information is primarily  needed to maintain the security and operation of our App, and for our internal analytics and reporting  purposes. 

The information we collect includes: 

Information collected through our App 

In Short: We collect information regarding your geolocation, when you use our App. If you use our App, we also collect the following information: 

This information is primarily needed to maintain the security and operation of our App, for  troubleshooting and for our internal analytics and reporting purposes. 

Information collected from other sources 

In Short: We may collect limited data from public databases, marketing partners, and other outside  sources. 

To enhance our ability to provide relevant marketing, offers and services to you and update our  records, we may obtain information about you from other sources, such as public databases, joint  marketing partners, affiliate programs, data providers, as well as from other third parties. This  information includes mailing addresses, job titles, email addresses, phone numbers, intent data (or  user behavior data), Internet Protocol (IP) addresses, social media profiles, social media URLs and  custom profiles, for purposes of targeted advertising and event promotion. 


In Short: We process your information for purposes based on legitimate business interests, the  fulfillment of our contract with you, compliance with our legal obligations, and/or your consent. 

We use personal information collected via our App for a variety of business purposes described  below. We process your personal information for these purposes in reliance on our legitimate  business interests, to enter into or perform a contract with you, with your consent, and/or for  compliance with our legal obligations. We indicate the specific processing grounds we rely on next to  each purpose listed below. 

We use the information we collect or receive: 


In Short: We only share information with your consent, to comply with laws, to provide you with  services, to protect your rights, or to fulfill business obligations. 

We may process or share your data that we hold based on the following legal basis: 

More specifically, we may need to process your data or share your personal information in the  following situations:


In Short: We may transfer, store, and process your information in countries other than your own. 

Our servers are located in. If you are accessing our App from outside, please be aware that your  information may be transferred to, stored, and processed by us in our facilities and by those third  parties with whom we may share your personal information (see “WILL YOUR INFORMATION BE  SHARED WITH ANYONE?” above), in and other countries. 

If you are a resident in the European Economic Area (EEA) or United Kingdom (UK), then these  countries may not necessarily have data protection laws or other similar laws as comprehensive as  those in your country. We will however take all necessary measures to protect your personal  information in accordance with this privacy notice and applicable law. 


In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this  privacy notice unless otherwise required by law. 

We will only keep your personal information for as long as it is necessary for the purposes set out in  this privacy notice, unless a longer retention period is required or permitted by law (such as tax,  accounting or other legal requirements). No purpose in this notice will require us to keep your  personal information for longer than three (3) months past the termination of the user’s account. 

When we have no ongoing legitimate business need to process your personal information, we will  either delete or anonymize such information, or, if this is not possible (for example, because your  personal information has been stored in backup archives), then we will securely store your personal  information and isolate it from any further processing until deletion is possible. 


In Short: We aim to protect your personal information through a system of organizational and  technical security measures. 

We have implemented appropriate technical and organizational security measures designed to  protect the security of any personal information we process. However, despite our safeguards and  efforts to secure your information, no electronic transmission over the Internet or information storage  technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers,  cybercriminals, or other unauthorized third parties will not be able to defeat our security, and  improperly collect, access, steal, or modify your information. Although we will do our best to protect your personal information, transmission of personal information to and from our App is at your own  risk. You should only access the App within a secure environment. 


In Short: We do not knowingly collect data from our market to children under 18 years of age. 

We do not knowingly solicit data from our market to children under 18 years of age. By using  the App, you represent that you are at least 18 or that you are the parent or guardian of such a minor  and consent to such minor dependent’s use of the App. If we learn that personal information from  users less than 18 years of age has been collected, we will deactivate the account and take  reasonable measures to promptly delete such data from our records. If you become aware of any  data, we may have collected from children under age 18, please contact us at 


In Short: You may review, change, or terminate your account at any time. 

If you are a resident in the EEA or UK and you believe we are unlawfully processing your personal  information, you also have the right to complain to your local data protection supervisory authority.

If you are a resident in Switzerland, the contact details for the data protection authorities are available here:

If you have questions or comments about your privacy rights, you may email us at 

Account Information 

If you would at any time like to review or change the information in your account or terminate your  account, you can: 

Upon your request to terminate your account, we will deactivate or delete your account and  information from our active databases. However, we may retain some information in our files to  prevent fraud, troubleshoot problems, assist with any investigations, enforce our Terms of Use  and/or comply with applicable legal requirements. 

Opting out of email marketing: You can unsubscribe from our marketing email list at any time by  clicking on the unsubscribe link in the emails that we send or by contacting us using the details  provided below. You will then be removed from the marketing email list — however, we may still  communicate with you, for example to send you service-related emails that are necessary for the  administration and use of your account, to respond to service requests, or for other non-marketing  purposes. To otherwise opt-out, you may:


Most web browsers and some mobile operating systems and mobile applications include a Do-Not Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data  about your online browsing activities monitored and collected. At this stage no uniform technology  standard for recognizing and implementing DNT signals has been finalized. As such, we do not  currently respond to DNT browser signals or any other mechanism that automatically communicates  your choice not to be tracked online. If a standard for online tracking is adopted that we must follow  in the future, we will inform you about that practice in a revised version of this privacy notice. 


In Short: Yes, if you are a resident of California, you are granted specific rights regarding access to  your personal information. 

California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users  who are California residents to request and obtain from us, once a year and free of charge,  information about categories of personal information (if any) we disclosed to third parties for direct  marketing purposes and the names and addresses of all third parties with which we shared personal  information in the immediately preceding calendar year. If you are a California resident and would  like to make such a request, please submit your request in writing to us using the contact information  provided below. 

If you are under 18 years of age, reside in California, and have a registered account with the App,  you have the right to request removal of unwanted data that you publicly post on the App. To request  removal of such data, please contact us using the contact information provided below, and include  the email address associated with your account and a statement that you reside in California. We  will make sure the data is not publicly displayed on the App, but please be aware that the data may  not be completely or comprehensively removed from all our systems (e.g. backups, etc.). 


In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws. 

We may update this privacy notice from time to time. The updated version will be indicated by an  updated “Revised” date and the updated version will be effective as soon as it is accessible. If we  make material changes to this privacy notice, we may notify you either by prominently posting a  notice of such changes or by directly sending you a notification. We encourage you to review this  privacy notice frequently to be informed of how we are protecting your information. 


If you have questions or comments about this notice, you may email us at or  by post to:

Coker, Wolfe & Associates, Inc.
114 Canfield Place  
P.O. Box 1259  
Hendersonville, TN 37077

(615) 824-1353