Legal Information

Limitation to Certain U.S. Residents
This Website is intended for use by residents of the United States only and only in those states in which Wheeler & Mote, LLC, its officers, directors, investment advisor representatives, employees, independent contractors, agents, successors, and affiliated companies (hereinafter aggregately referred to as “companies” and “individuals”) may lawfully conduct business. Nothing included within this Website can be constructed to be in any way any offer or sale of securities, or a solicitation of any offer or sale of securities in those jurisdictions or countries where the aforesaid companies and individuals may not lawfully transact business. Companies and individuals may request proof of citizenship from any person accessing this Site.

No Website Investment Advice
Although the information includes material about the investment process generally as well as research commentary relating to investments and specific securities, there is no intent to provide investment advice through the Site, do not represent that any such securities are suitable for you or for any particular person, and do not through this Site recommend the purchase, sale, or holding of any securities mentioned in the information. The accuracy, completeness, or timeliness of such information cannot be guaranteed and is subject to change, and there is no obligation to update the information. Neither the services nor any of the information is intended to be used as tax or legal advice. You shall consult with your tax and legal advisors for such advice and not rely on any information on the Site.

Disclaimer of Warranty
All information of this Website is provided “AS IS” without warranty of any kind. Companies and individuals make no representations, guarantees, or warranties express or implied as to the completeness, accuracy, or timeliness of the information contained in the Website and expressly disclaim any warranties of merchantability or fitness for a particular purpose and disclaim any obligation to update or correct any information contained in this Website that may become inaccurate or dated.

Limitation of Liability
By accessing this Website, you assume all of the risk associated with using it. Companies and individuals are not liable for any losses or harm to you and/or any third parties as a result of visiting this Website and/or the use of information contained on this Site, including but not limited to personal or business financial losses, damage to computer hardware, software, or destruction of data due to a virus. In no event will Wheeler & Mote, LLC, its affiliates, officers, directors, employees, independent contractors, agents or successors be liable to you for damages of any kind, including, but not limited to direct, special, indirect, consequential, or incidental damages arising from your use of this Website even if you notify W&M of such possibility.

Electronic Communications
When using this Site, you agree not to use email or send messages to companies or individuals giving instructions about your account including, but not limited to any order to buy or sell any security, contract or financial investment of any kind, to transfer funds or to transmit any other time sensitive instructions. Companies and individuals shall not be liable for any failure to act based on such email message(s). WARNING: any and all email sent to or from this Website may be recorded and is subject to archival, monitoring and or disclosure to someone other than the recipient.

Linked Sites
“ Hypertext links” and “hyperlinks” may be provided from time to time on this Site, but they have will not be reviewed for accuracy of content. Your use of such linked site is at your own peril. Companies and individuals are not responsibility for any losses or adverse consequences resulting from your and/or a third parties use of a linked site.

You may be asked to provide personal information at certain locations on this Website. Although you are not required to provide such personal information, if you voluntarily do so, you agree that this personal information may be disclosed to companies and individuals for legitimate business reasons as well as to government agencies and to any other legal obligees requesting disclosure. Companies and individuals cannot guarantee the security nor the confidentiality of the information you provide since the Internet is in the public domain.

The information contained in this Website is protected by copyright. If you download any information from the Site, you agree that you will not copy or remove or conceal the copyright from such information.

Governing Law
This Agreement and all the items herein shall be governed by and construed in accordance with the laws of the State of Florida without giving effect to the principles of conflicts of law. Resale and/or any commercial redistributions of the services or information are not permitted. Your rights and obligations under this Agreement may not be assigned without the written permission of Wheeler & Mote, LLC. This Agreement may be modified from time to time by Wheeler & Mote, LLC upon written notice or positing to the Site. If you use the services or any of them, after such notification of changes in the Agreement, you shall be bound by all such changes. Should any term or provision of the Agreement be deemed or held to be invalid or unenforceable, the remaining terms and provisions shall continue in full force and effect.