DisclosureLens
Social EngineeringFinancial ServicesFinancePhishingCustomer Data InvolvedIdentity (basic)Government IDMediumContained

EFS Advisors LLC

bd_020d2b992b9fea99 · schema v1 · pii pii-v2

Severity

Medium

Discovered

Sep 17, 2024

Filed

Mar 26, 2025

To disclose

Affected

Not disclosed

Linked

3 filings

Confidence

66%
Full breach record for EFS Advisors LLC2 incidents on file

EFS Advisors LLC, an investment advisory firm, notified clients of a data security incident involving unauthorized access to email accounts. The breach, detected on September 17, 2024, potentially exposed names, Social Security numbers, and dates of birth. EFS engaged forensic investigators, secured accounts, and provided 12 months of free credit monitoring via TransUnion. No identity theft has been reported.

Incident timeline

Sep 17, 2024

Discovered

Mar 26, 2025

Filed

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Filing propagation · 3 filings · 3 states

View merged incident ↗
Nebraska State AGMar 26 · first · this page

Pattern: first filing Mar 26 (NE), last Apr 2 (ME) — a 7-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.