Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDMediumContained

Gilliam Mease Advisors LLC

bd_1ef3b1139399366d · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jun 5, 2024

Filed

Jul 10, 2024

To disclose

5 weeks

Affected

5state residents only

Linked

2 filings

Confidence

66%

Full breach record for Gilliam Mease Advisors LLC →2 incidents on file

Gilliam Mease Advisors LLC notified Montana residents of a security incident where an unauthorized person gained access to an employee's email account containing personal information (name, address, DOB, SSN). The incident was discovered on June 5, 2024. No evidence of misuse was found. Affected individuals were offered one year of credit monitoring via IDX.

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Incident timeline

discovery → filing · 5 weeks / 35 days

Jun 5, 2024

Discovered

Jul 10, 2024

Filed

vs. sector median

3 wks faster

This filing is one of 2 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Indiana State AGbd_5ddeed2a5487701a2024-07-09 · +1dVerified

Name: Gilliam Mease Advisors LLC
norm: gilliam mease advisors

Name: Gilliam Mease Advisors LLC
norm: gilliam mease advisors
Industry: Financial Servicesllm

Discovered: Jun 5, 2024
Materiality determined: —
Notification sent: Jul 9, 2024
Affected individuals: 5state-resident count only
Data types: Identity (basic)Government ID
Data elements: Social Security numberDate of birth
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Secured the account
Engaged outside security experts to assist
Secured the services of IDX to provide identity monitoring at no cost to you
Changes made: Implemented additional measures to enhance our existing security protocols
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 5 weeks(35 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

Indiana State AGJul 9 · first

Montana State AG+1d · 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.

Source URL: https://dojmt.gov/wp-content/uploads/OCP/Consumer-notification-letter-1532.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 10, 2024
Raw hash: 41d9fdec5bb5c60f7c878c5ca8d1816f064cb5dd2d30cfde0ecfe52bbfc6fca0

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityGilliam Mease Advisors LLC

Victim entityGilliam Mease Advisors LLC

Incidentdiscovered Jun 5, 2024

Stated responseSecured the account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov