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

Oliver Twists LLC, DBA Cody Lassen & Associates (“Company,” “we,” “us,” or “our”), operates the website located at www.codylassen.com (the “Site”). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site, submit inquiries, or interact with our messaging and communication services.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access or use the Site.

1. Information We Collect

We may collect information about you in a variety of ways when you interact with our Site, submit contact forms, or opt in to receive communications:

2. How We Use Your Information

We use the information we collect for various business and operational purposes, including to:

3. SMS / Text Messaging Disclosures

If you opt in to receive text messages from Cody Lassen & Associates (including updates, news, administrative messages, or promotional communications), the following terms and disclosures apply:

4. Sharing of Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

5. Cookies and Tracking Technologies

We and our third-party service providers use the following types of cookies and similar technologies on our Site:

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. Residents of certain states (including California, Colorado, and Connecticut) may have additional rights regarding cookies used for targeted advertising — see Sections 8 and 9 below.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to comply with our legal and regulatory obligations (including recordkeeping requirements under securities regulations applicable to Regulation D private placements), to resolve disputes, and to enforce our agreements. When personal information is no longer needed, we will securely delete or anonymize it. Investment-related records may be retained for a minimum of seven (7) years as required by applicable law.

7. Third-Party Links and Services

Our Site may contain links to third-party websites, platforms, or services — including social media platforms such as LinkedIn, Facebook, and Instagram — that are not operated or controlled by us. This Privacy Policy does not apply to those third-party sites. We are not responsible for the privacy practices or content of any third-party website and encourage you to review the privacy policies of any site you visit.

8. California Privacy Rights (CCPA / CPRA)

If you are a resident of California, you have specific rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). These rights include:

To exercise any of these rights, please contact us at the information listed in Section 15. We will respond to verified requests within 45 days, with up to a 45-day extension where reasonably necessary.

9. Additional State Privacy Rights

Residents of Colorado, Connecticut, Virginia, Texas, and other states with comprehensive privacy laws may have similar rights to access, correct, delete, and opt out of certain processing of personal information. To exercise any such rights, please contact us at the information in Section 15. We will honor verified requests in accordance with applicable state law.

10. International Users and GDPR Notice

Our Site is operated in the United States. If you are accessing the Site from the European Union, European Economic Area, United Kingdom, or other regions with laws governing data collection and use, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your jurisdiction.

If you are located in the EU/EEA or UK, we process your personal information on the following legal bases under the GDPR:

EU/EEA/UK residents have the right to access, rectify, erase, restrict, or object to processing of their personal data, and the right to data portability. To exercise these rights or to lodge a complaint with a supervisory authority, please contact us using the details in Section 15.

11. Security of Your Information

We implement reasonable and appropriate administrative, technical, and physical security measures designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure. In the event of a data breach that affects your rights, we will notify you as required by applicable law.

12. Your Choices and Rights

13. Children’s Privacy

Our Site and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children under 18. If we learn we have collected or received personal information from a child under 18 without verification of parental consent, we will delete that information promptly.

14. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. When we make changes, we will revise the “Last Updated” date at the top of this page. Continued use of the Site after changes are posted constitutes your acceptance of the revised Policy.

15. Contact Information

If you have any questions, comments, or concerns about this Privacy Policy or our privacy practices, please contact us at:

Oliver Twists LLC d/b/a Cody Lassen & Associates
1501 Broadway, 12th Floor
New York, NY 10036
Email: info @codylassen.com
Phone: (646) 598-9560

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