TERMS OF USE

Updated October 7, 2026

PLEASE READ THESE TERMS OF USE CAREFULLY BEFORE USING THIS WEBSITE OR PARTICIPATING IN ANY PROGRAMS, SERVICES, NEWSLETTERS, COURSES, WORKSHOPS, MEMBERSHIPS, OR OTHER OFFERINGS.

By accessing or using this website, related websites, products, services, or programs operated by Sharpe Coach LLC, doing business as Trading Matrix (“Trading Matrix,” “Company,” “we,” “us,” or “our”), you agree to be bound by these Terms of Use (“Terms”).

If you do not agree to these Terms, you must not access or use the Site or participate in Company offerings.

1. Ownership of Content

The Site itself, all content, videos, training materials, products, services, intellectual property, and all related media (“Company Content”) are and shall remain the exclusive property of the Company and/or its third-party providers.

Company Content includes, but is not limited to, proprietary videos, course materials, HTML/CSS, JavaScript, graphics, voice and sound recordings, artwork, photographs, documents, templates, downloadable files, text, methodologies, strategies, systems, and other materials.

You may access Company Content solely for your personal, non-commercial use.

You may not copy, reproduce, republish, upload, post, transmit, modify, resell, distribute, sublicense, teach, or use Company Content for public or commercial purposes without prior written consent from the Company.

2. Participant Contributions & Content License

By posting, submitting, or otherwise making available any content, including chat messages, audio, video, text, images, documents, or files, during or in connection with your participation in Company programs (“Participant Content”), you:

Represent and warrant that you own or have the necessary rights to such Participant Content; and
Grant the Company a perpetual, worldwide, royalty-free, irrevocable, sublicensable, and transferable license to use, reproduce, distribute, perform, display, publish, and create derivative works from Participant Content in any form or media now known or later developed, including for educational, commercial, training, and promotional purposes.

This license includes your voice, likeness, name, image, and statements when captured in recordings.

3. Media Release & Consent to Recording

3.1 Recording of Sessions

You acknowledge and agree that live or recorded sessions, whether delivered online through Zoom or similar platforms, in person, or through other media, may be audio- and/or video-recorded by the Company.

This includes group calls, webinars, classes, workshops, masterminds, community events, and other interactive experiences offered by the Company.

3.2 Consent to Use of Likeness

By participating in such sessions, you grant the Company and its affiliates, licensees, successors, and assigns the irrevocable right and license to:

Record, capture, photograph, film, or otherwise memorialize your participation, including your name, image, likeness, voice, and statements (“Your Appearance”);
Use, reproduce, edit, adapt, distribute, transmit, publish, publicly perform, publicly display, license, sell, advertise, promote, or otherwise exploit Your Appearance in any media format, including digital, print, audio, video, broadcast, and social media, now or hereafter known; and
Combine Your Appearance with other materials, alter it, or create derivative works without restriction.

3.3 Scope of Use

The Company may use Your Appearance for purposes including, but not limited to:

Educational, training, and instructional programs;
Sales, marketing, and promotional campaigns;
Testimonials, case studies, and success stories;
Internal or external presentations; and
Future product or service development.

3.4 Waiver of Rights

You understand and agree that:

You will not receive any compensation, monetary or otherwise, for the use of Your Appearance;
You waive any right to inspect or approve the finished product, derivative works, advertising copy, or other materials in which Your Appearance is used;
You release the Company from any claims of invasion of privacy, violation of the right of publicity, defamation, misappropriation, or any other claim arising from such use; and
You waive any and all moral rights you may have in Your Appearance or related Participant Content.

3.5 Opt-Out

If you do not wish to be recorded or for Your Appearance to be used, it is your responsibility not to participate in sessions where recording occurs.

Participation constitutes acceptance of this release.

4. Community Conduct

To preserve a professional and respectful environment, you agree not to:

Engage in harassment, abuse, hate speech, or threatening behavior;
Share obscene, defamatory, or unlawful content;
Disclose another participant's confidential information outside the program;
Disrupt sessions, spam the community, or interfere with Company operations.

Violations may result in immediate termination of access without refund.

5. Confidentiality of Company Content

All Company Content and program materials, including recordings, downloads, workbooks, templates, strategies, systems, methodologies, and proprietary materials, are confidential and for personal use only.

You may not:

Reproduce, distribute, or share Company Content without permission;
Grant unauthorized access to third parties;
Use Company Content to create competing products or services; or
Train artificial intelligence models or automated systems using Company Content.

6. Non-Solicitation & Non-Competition

For a period of twelve (12) months following your participation, you agree not to:

Solicit other participants, clients, or staff for competing services; or
Use Company Content to develop substantially similar or directly competing programs.

7. Refunds & Termination

Unless expressly provided otherwise in writing, all sales are final after thirty (30) days.

The Company may terminate your participation or access at its discretion for violation of these Terms.

Refunds will not be issued in cases of misconduct or breach of these Terms.

8. Architect's Lab Member Course Discount

Active Architect's Lab members are eligible to receive a twenty percent (20%) discount on newly released educational courses offered by Sharpe Coach LLC, unless otherwise specified.

This discount applies only to qualifying standalone course purchases and does not apply to:

Architect's Lab memberships or renewals;
Any other “Lab” programs, groups, or memberships;
Trading Matrix Mastermind memberships, subscriptions, or related offerings; or
Any third-party products, partner offers, live events, coaching, consulting, or services unless explicitly stated.

Sharpe Coach LLC reserves the right to modify, suspend, or discontinue discount eligibility or qualifying products at any time without prior notice.

9. Disclaimers

The Company provides educational services only.

No guarantees are made regarding results, financial outcomes, trading performance, investment performance, or success.

All information is provided “as is.”

The Company does not provide financial, investment, legal, medical, or psychological advice. You remain solely responsible for your own decisions and results.

U.S. Government Required Disclaimer – Commodity Futures Trading Commission

Futures and options trading has large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the futures and options markets.

Do not trade with money you cannot afford to lose.

This is neither a solicitation nor an offer to buy or sell securities or options. No representations are being made that any account will or is likely to achieve profits or losses similar to those discussed in any workshop, product, program, or service.

The past performance of any trading system or methodology is not necessarily indicative of future results.

Anyone trading options on securities should review the Options Clearing Corporation's Options Disclosure Document (ODD) prior to trading options on any security.

All trades, patterns, charts, systems, trading strategies, examples, and related materials discussed in Company workshops, programs, products, and educational materials are for illustrative and educational purposes only and are not to be construed as specific advisory recommendations.

No system or methodology has ever been developed that can guarantee profits or ensure freedom from losses.

No representations or implications are being made that using Sharpe Coach LLC or Trading Matrix products, services, educational programs, or trading systems will generate profits or ensure freedom from losses.

Investments or strategies mentioned in Company materials may not be suitable for you.

Company materials do not take into account your particular investment objectives, financial situation, or needs and are not intended as recommendations appropriate for you.

You must make an independent decision regarding any investments or strategies discussed in Company programs or materials.

Before acting on information provided by the Company, you should consider whether it is suitable for your particular circumstances and strongly consider obtaining advice from your own qualified financial or investment adviser.

Investors should be aware of potential risks involving options trading, including the possibility of significant losses, and are advised to consult with an appropriate investment professional.

Some trade examples provided may be simulated trades used to illustrate educational concepts.

Your use of Company educational materials indicates your acceptance of these disclaimers and your agreement that you are solely responsible for your trading decisions and results.

You also agree that information learned through Company programs and materials is for your private use, whether personal or business, and may not be taught, sold, reproduced, or marketed publicly without the express written consent of Sharpe Coach LLC and, where applicable, Whitman Asset Management LLC.

To the extent permitted by applicable law, you agree to hold harmless Sharpe Coach LLC, Trading Matrix, Whitman Asset Management LLC, Charles Whitman, Alex Alwan, Kaylea Van Arsdale, and Company teachers or speakers from losses of capital resulting from your use of educational information provided through Company programs or materials.

10. Limitation of Liability

To the fullest extent permitted by applicable law, the Company shall not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages, including lost profits, lost data, lost opportunities, or loss of goodwill, arising from or related to your participation in Company programs, use of Company Content, or use of the Site.

11. Indemnification

You agree to indemnify and hold harmless the Company, its affiliates, officers, employees, contractors, representatives, and agents from claims, damages, liabilities, losses, costs, or expenses arising out of your participation, your breach of these Terms, your misuse of Company Content, or your violation of third-party rights.

12. Governing Law & Jurisdiction

These Terms shall be governed by the laws of the State of California, without regard to conflict-of-law principles.

You consent to the exclusive jurisdiction of the state and federal courts located in Orange County, California.

13. Revisions

The Company reserves the right to modify these Terms at any time.

Updated Terms will be posted on the Site with an updated revision date.

Your continued use of the Site or Company Services after revised Terms become effective constitutes acceptance of the revised Terms.

14. Accessibility

We are committed to ensuring digital accessibility for individuals with disabilities.

We are continually improving the user experience for everyone and applying relevant accessibility standards.

Our goal is to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA to the extent reasonably practicable.

If you experience difficulty accessing content on our website, please contact us at [email protected], and we will work with you to provide the information or service in an accessible format.

15. SMS/Text Messaging Terms

15.1 SMS Program Description

Sharpe Coach LLC, doing business as Trading Matrix (“Trading Matrix,” “we,” “us,” or “our”), offers an SMS messaging program to provide customers and prospective customers with non-marketing communications related to appointments they schedule with Trading Matrix.

Users who voluntarily opt in may receive text messages including, but not limited to:

Appointment confirmations;
Appointment reminders;
Appointment scheduling information;
Rescheduling or cancellation information;
Meeting links or instructions; and
Other service-related communications directly related to the user's scheduled appointment.

SMS consent is optional.

Consent to receive text messages is not a condition of purchasing any goods or services or scheduling an appointment with Trading Matrix.

15.2 How to Opt In

Users may opt in to receive SMS communications by voluntarily providing their mobile phone number and selecting the optional SMS consent checkbox when scheduling an appointment through our online booking form.

The Trading Matrix appointment booking and SMS opt-in form is available at:

https://training.tradingmatrix.com/schedule

By opting in, you authorize Trading Matrix to send non-marketing text messages to the mobile telephone number you provide regarding your appointment.

The SMS consent checkbox is optional and is not required to schedule an appointment or purchase any product or service.

15.3 Message Frequency

Message frequency may vary depending on your interactions with Trading Matrix and your scheduled appointments.

For scheduled appointments, messages may include appointment confirmations and reminders before the scheduled appointment, including reminders approximately 24 hours, 2 hours, and 15 minutes before the appointment.

Additional service-related messages may be sent when reasonably necessary regarding scheduling, rescheduling, cancellation, meeting access, or other matters directly related to your appointment.

15.4 Message and Data Rates

Message and data rates may apply.

Your mobile carrier's standard messaging, data, and other rates and charges may apply.

Trading Matrix does not charge a separate fee for participating in its SMS messaging program.

15.5 How to Opt Out

You may opt out of receiving SMS messages from Trading Matrix at any time by replying STOP to any text message you receive from us.

After you send STOP, you may receive a confirmation message indicating that you have been unsubscribed.

After your opt-out request has been processed, you will no longer receive SMS messages from the applicable messaging program unless you subsequently opt in again.

Opting out of SMS messages does not prevent Trading Matrix from communicating with you through other methods, such as email or telephone, where permitted.

15.6 Help and Support

For assistance with SMS communications, reply HELP to any Trading Matrix text message.

You may also contact us at:

Sharpe Coach LLC d/b/a Trading Matrix
821 Ridgelawn Trail
Batavia, IL 60510
United States

Phone: +1 (312) 399-4100
Email: [email protected]

15.7 Carrier Liability Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

Message delivery is subject to effective transmission by your wireless service provider and is outside Trading Matrix's control.

Availability and delivery of SMS messages may vary depending on your carrier, wireless service, device, network availability, and other factors.

Trading Matrix does not guarantee that SMS messages will be delivered or received within any particular timeframe.

15.8 Age Restriction

The Trading Matrix SMS messaging program is intended only for individuals who are 18 years of age or older.

By opting in to receive SMS messages from Trading Matrix, you represent that you are at least 18 years old and are authorized to use the mobile telephone number provided.

If you are under 18 years of age, you may not enroll in or use our SMS messaging program.

15.9 Privacy and SMS Data

Your participation in our SMS messaging program is subject to our Privacy Policy.

We do not sell, rent, share, or disclose SMS opt-in information or consent to third parties or affiliates for their marketing or promotional purposes.

Mobile information, including mobile phone numbers and SMS consent records, will not be shared with third parties or affiliates for marketing or promotional purposes.

We may use service providers that assist us in delivering SMS communications, including telecommunications providers, messaging platforms, customer relationship management platforms, and technology vendors, solely as necessary to provide messaging services on our behalf.

These service providers are not authorized by us to use SMS opt-in information for their own marketing or promotional purposes.

For additional information about how Trading Matrix collects, uses, protects, and discloses personal information, please review our Privacy Policy: https://www.tradingmatrix.com/privacy-policy

15.10 Changes to SMS Terms

Trading Matrix may modify or discontinue its SMS messaging program or update these SMS terms from time to time, subject to applicable law.

Changes will become effective when posted as part of these Terms of Use or otherwise communicated as required by applicable law.

16. Contact Information

If you have questions about these Terms of Use, the Company's Services, or our SMS messaging program, please contact:

Sharpe Coach LLC - Trading Matrix
821 Ridgelawn Trail
Batavia, IL 60510
United States