Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: WBI Investments
  • Street Address: 331 Newman Springs Road, Suite 122
  • City: Red Bank
  • State, or Country if outside the US: NJ
  • Zip Code: 07701

Submitted By

  • Name: James J. Giszczak
  • Title: Member
  • Firm name (if different than entity): McDonald Hopkins PLC
  • Telephone Number: 2482201354
  • Email Address: jgiszczak@mcdonaldhopkins.com
  • Relationship to entity whose information was compromised: Attorney

Breach Information

  • Total number of persons affected (including residents): 258
  • Total number of Maine residents affected: 2
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: between July 1, 2022 and July 7, 2022
  • Date Breach Discovered: November 24, 2022
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with: Financial Account Number or Credit/Debit Card Number (in combination with security code, access code, password or PIN for the account)

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: December 13, 2022
  • Copy of notice to affected Maine residents: SSN [redacted] (10834011x7AB84).pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: Complimentary credit monitoring if SSN impacted.