Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: WMS Partners
  • Street Address: 1 Olympic Place, 8th Floor
  • City: Towson
  • State, or Country if outside the US: Maryland
  • Zip Code: 21043

Submitted By

  • Name: Paul Lamari
  • Title: General Counsel
  • Firm name (if different than entity): WMS Partners
  • Telephone Number: 4103377575
  • Email Address: plamari@wms-partners.com
  • Relationship to entity whose information was compromised: General Counsel

Breach Information

  • Total number of persons affected (including residents): 668
  • Total number of Maine residents affected: 4
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: 12/21/2020
  • Date Breach Discovered: 12/21/2020
  • Description of the Breach:
    • Inadvertent disclosure
  • 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: 03/02/2021
  • Copy of notice to affected Maine residents: L01.pdf
  • Date of any previous (within 12 months) breach notifications: n/a
  • 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: 12 months with Experian IdentityWork, which includes credit reporting at signup, credit monitoring (one credit service), identity restoration, up to $1M in identity theft insurance