Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Capital Formation Group, Inc.
  • Street Address: 62 Walnut Street
  • City: Wellesley
  • State, or Country if outside the US: Massachusetts
  • Zip Code: 02481

Submitted By

  • Name: Jason Goodwin
  • Title: Partner
  • Firm name (if different than entity): Cipriani & Werner, P.C.
  • Telephone Number: 610-862-1977
  • Email Address:
  • Relationship to entity whose information was compromised: Counsel

Breach Information

  • Total number of persons affected (including residents): 274
  • Total number of Maine residents affected: 8
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified: No
  • Date(s) Breach Occured: 09/19/23
  • Date Breach Discovered: 11/20/23
  • 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: 01/09/24
  • Copy of notice to affected Maine residents: General Notification Letter - Draft 12.29.23 v2 (PROOF).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: Credit Monitoring and Identity Theft protection services are being offered through IDX for a period of 24 months.