Clustered 2 filings across 2 jurisdictions · filing window Jul 1, 2026 → Jul 8, 2026. View entity profile → Other incidents for this victim →
incident inc_b10e431ff78945d5 · merge_method deterministic · confidence 100%
Time between earliest and latest filing
Not recorded for this incident
Discovery variance · Leak precedence · Materiality delta · SEC filing delay — no leak-site claim in this cluster; no SEC 8-K in this cluster; needs two dated filings.
Government ID · Identity (basic)
MA VT
all State AG
Earliest sighting first · deep chronology in Litigation Timeline
Connecticut Wealth Management, LLC issued a Massachusetts state-agency breach notification. The incident involved unauthorized access to client data, including Social Security numbers and personally identifiable information. The company provided resources for fraud alerts, security freezes, and free credit reports to affected individuals.
Connecticut Wealth Management, LLC reported a data breach to the Vermont Attorney General. The breach was reported to the AGO on 2026-07-08. The reporting organization type is Financial Services. 2 Vermont residents were affected. Categories of data breached: Financial Account Codes, Credit and Debit Account Info.
About this clustering
DisclosureLens links filings into incidents through layered matchers: deterministic rules (same source document, multistate filings of one breach, tight-window same-victim pairs), a weighted-similarity scorer for cross-source candidates, and an operator review queue for everything uncertain. Each link records its own method and confidence — shown per filing in the timeline below. The system defaults to NOT merging when uncertain, because a false merge (collapsing two unrelated breaches) is more harmful than a false split (showing related filings separately); uncertain pairs route to human review instead of auto-merging. Filing summaries shown in the timeline are AI-generated extracts — verify each against its linked source.