Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: Generational Equity LLC
  • Street Address: 3400 N. Central Expressway, Suite 100
  • City: Richardson
  • State, or Country if outside the US: TX
  • Zip Code: 75080

Submitted By

  • Name: Samantha O'Kane
  • Title: Senior Counsel
  • Firm name (if different than entity):
  • Telephone Number: (972) 232-1173
  • Email Address: sokane@generational.com
  • Relationship to entity whose information was compromised: Senior Counsel

Breach Information

  • Total number of persons affected (including residents): 2225
  • Total number of Maine residents affected: 9
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: 02/15/2023
  • Date Breach Discovered: 06/14/2023
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with: Social Security Number

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: 10/05/2023
  • Copy of notice to affected Maine residents: Generational Equity - Notice of Data Event - ME.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: 24 months of credit monitoring through Epiq