Privacy Policy

Effective Date: August 8, 2026 | Last Updated: September 5, 2026

Roseboro Holdings ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website roseboroholdings.com, use the Roseboro Command application, use our services, or communicate with us via phone, email, or SMS.

1. Information We Collect

We may collect the following types of information:

• Contact Information: Name, email address, phone number, and mailing address provided voluntarily through forms, emails, or phone calls.
• Communications Data: Records of calls, SMS messages, emails, and voicemails sent to or received from our business phone number.
• Website Usage Data: IP address, browser type, pages visited, and referring URLs collected automatically through server logs.
• Business Information: Company name, title, and professional details shared during consultations or engagements.
• Financial Data: When you connect financial services through the Roseboro Command application, we may access account balances, transaction history, invoices, and financial reports from services including Intuit QuickBooks Online and banking institutions via Teller. This data is accessed only with your explicit authorization via OAuth 2.0.

2. How We Use Your Information

• To provide advisory services and respond to inquiries
• To send appointment confirmations, meeting reminders, and service updates via SMS or email
• To process and manage client engagements
• To improve our website and services
• To comply with legal obligations

3. SMS/Text Messaging

If you opt in to receive SMS messages from Roseboro Holdings:

• We may send you appointment reminders, service updates, and responses to your inquiries via text message.
• Message frequency varies based on your interactions with us.
• Message and data rates may apply depending on your mobile carrier.
• We do not sell, rent, or share your phone number or SMS opt-in data with third parties for marketing purposes.
• You may opt out of SMS messages at any time by replying STOP to any message. You will receive a confirmation and no further messages.
• For help, reply HELP or contact us at [email protected].

4. Financial Data

If you connect financial services through the Roseboro Command application:

• We access your financial data solely to display it to you and to provide intelligent analysis and alerts within the application.
• Financial data is transmitted over encrypted connections (TLS/HTTPS) and stored securely.
• We do not sell, rent, or share your financial data with any third party for marketing, advertising, or any other purpose.
• We do not use your financial data to make financial decisions on your behalf.
• OAuth 2.0 tokens are stored securely and refreshed automatically. You may revoke access at any time by disconnecting the service in the application, which deletes stored tokens and cached financial data.
• We retain financial snapshots for up to 24 hours for the purpose of providing trend analysis and alerts. Disconnecting a service immediately deletes all associated data.

5. Information Sharing and Disclosure

We do not sell your personal information. We may share information only in the following circumstances:

• Service Providers: With trusted third-party vendors who assist in operating our business (e.g., phone service, email hosting), subject to confidentiality agreements.
• Legal Requirements: When required by law, regulation, or legal process.
• Business Transfers: In connection with a merger, acquisition, or sale of assets.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of electronic transmission or storage is 100% secure.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, or as required by law. SMS opt-in records are retained for the duration of the messaging relationship and deleted upon opt-out.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction or deletion of your data
• Opt out of SMS communications by replying STOP
• Opt out of email communications via unsubscribe links

9. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

11. Contact Us

If you have questions about this Privacy Policy, please contact us:

Roseboro Holdings
1200 G Street NW, Suite 800
Washington, DC 20005
Email: [email protected]
Phone: (202) 968-3571