Southwood Financial LLC

Southwood Financial LLC notified California AG on Jun 27, 2025 of a data breach, which occurred on Mar 25, 2025. Data exposed: Social Security number, Date of birth, Email address, Phone number, Postal address, Name.

Case file (dates, days to notice against the statute, what the letter offers, prior incidents)

Organization: Southwood Financial LLC
Source: California AG · source record
Date reported: Jun 27, 2025
Date(s) of breach: Tuesday, March 25, 2025
Residents affected: Not published by this source
Data exposed: Social Security number Date of birth Email address Phone number Postal address Name
Notice letter: Sample notice (PDF)
Discovered: May 29, 2025, as stated in the letter
"We reviewed those files and determined on May 29, 2025 that some of your personal information was within the potentially affected data which is the reason for this notification."
Days to notice: 29 days from discovery (May 29, 2025) to the California record (Jun 27, 2025). Statute: 30 days from discovery or notification of the breach (Cal. Civ. Code § 1798.82).
Offered in the letter: 12 months of credit or identity monitoring through Experian
First seen by BreachTally: 2026-10-30 15:30 UTC

Dates and counts as filed by the organization with the agency. The breach window and the report date often differ by months.

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Data reproduced from a public government filing. Spot an error? Email support@breachtally.com with the record link. Corrections are applied and noted.