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Disclosures & Privacy Policy

Davidson & Garrard, Inc. ("Davidson & Garrard" or the "Firm") is an SEC registered investment adviser with its principal place of business in Lynchburg, Virginia. Davidson & Garrard's website, www.dg-g.com, is intended solely to provide general information about the Firm, its services and its people. Under no circumstances should any information provided on this website be considered as an offer soliciting the purchase or sale of any security.

Any opinions expressed in this website reflect Davidson & Garrard's current views only. While taken from sources deemed to be accurate, Davidson & Garrard makes no representations about the accuracy of the information or its appropriateness for a given situation. The discussions and opinions expressed herein are not intended to provide investment, accounting, tax or legal advice. The content of this website is presented on an "as is" basis with no warranties, express or implied, of any kind with respect to the website.

Registration with the SEC does not imply a certain level of skill or training. Additional information about Davidson & Garrard, including the Firm's Form ADV Part 2A Brochure, is available at the SEC's website, www.adviserinfo.sec.gov.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Regulation S-P (Privacy Notice)

Pursuant to REGULATION S-P adopted by the Securities and Exchange Commission, it is the policy of Davidson & Garrard, Inc. ("DG") to keep confidential nonpublic personal information ("information") pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, investment holdings, account numbers, account balances, etc.) unless DG is: (1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with DG, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of REGULATION S-P. The disclosure of information contained in any document completed by the client for processing and/or transmittal by DG in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for DG (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider. Each individual and/or entity affiliated with DG is aware of DG’s Privacy Policy, and has acknowledged his/her/its requirement to comply with same. In accordance with DG's Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for DG to perform its services for the client, and to comply with applicable regulatory procedures and requirements. Should you have any questions regarding the above, please contact Torii P. Jones of Davidson & Garrard, Inc., at 434-847-6600.

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