Robert Ferree, a registered financial advisor in Cedarburg, WI, reported an external system breach in which an unauthorized actor accessed a trading platform hosting client accounts from June 15 to July 24, 2024. The breach was discovered on August 23, 2024. Affected data includes names, Social Security numbers, and financial account information. One Maine resident was affected out of 172 total. New investment account numbers were issued and written notice was provided September 20, 2024.
Affected (this filing): 1