Broker Check

14997 West Bell Road
Suite 100
Surprise, AZ 85374

Larkin & Associates



Privacy Policy

J. Donald Larkin dba Larkin & Associates understands the importance of protecting the privacy of prospective, current, and former client’s personal and financial information.

In the normal course of our business, we collect nonpublic personal information about clients (this term defined to be inclusive of prospective clients) from information received from the client on applications and other forms, and from information about client transactions with us. We restrict access to nonpublic personal information to employees. Employees are to treat this information as confidential.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law or as authorized by each customer or former customer. As permitted by law, we may disclose personal information to companies that effect, administer, or enforce a transaction that is requested or authorized by the consumer. These parties may include but are not limited to; any governmental/regulatory organizations such as the Federal Bureau of Investigations (FBI), Internal Revenue Service (IRS), Securities & Exchange Commission (SEC), Division of Securities and to other parties under court order or subpoena.

J. Donald Larkin dba Larkin & Associates may disclose information to law enforcement, other government, or self-regulatory agencies to serve a clear public interest and fulfill our public duty such as to protect against fraud, money laundering, or other criminal activity.

We will provide customers with an initial and annual notice of our privacy policies.

If our policy changes, and we begin to disclose nonpublic personal information outside the exception, we will provide customers with an opt out right and allow a reasonable time to opt out.

We have established safeguards to protect the security and confidentiality of customer records and information.

To contact us regarding this policy please call at (800) 729-6155 or (623) 972-6155 or email us at