DisclosureLens
Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Upstream Advisory Group LLC

bd_1e586aadde8286ea · schema v1 · pii pii-v1

Severity

Medium

Discovered

Aug 19, 2025

Filed

Sep 18, 2025

To disclose

4 weeks

Affected

2state residents only

Linked

4 filings

Confidence

66%
Full breach record for Upstream Advisory Group LLC →

Upstream Advisory Group LLC reported a phishing incident affecting one email account. Unauthorized access occurred between May 21 and May 28, 2025. The breach exposed names, SSNs, and health insurance info for 2 Maine residents. Discovered August 19, 2025. Notifications sent September 18, 2025, with credit monitoring offered.

Maine clockDiscovered Aug 19, 2025 → Filed with AG Sep 18, 202530d ✓ ME AG ≤30d4 weeks discovery → filing
⚠ unattributedNo provenance was recorded for this discovery date and it matches no other date on the record. It may be correct, but it is not independently grounded.

Incident timeline

undetected · 90 days
discovery → filing · 4 weeks / 30 days

May 21, 2025

Begins

Aug 19, 2025

Discovered

Sep 18, 2025

Filed

vs. sector median

4 wks faster

This filing is one of 4 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

Filing propagation · 4 filings · 4 states

View merged incident ↗
Indiana State AGSep 18 · first
Nebraska State AGSep 18 · first
Massachusetts State AGSep 18 · first
Maine State AGSep 18 · first · this page

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.