DisclosureLens
UnknownFinancial ServicesFinanceCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMedium

OSAIC WEALTH, INC.

bd_3880172add051e5c · schema v1 · pii pii-v2

Severity

Medium

Discovered

—

Filed

Sep 1, 2026

To disclose

—

Affected

6state residents only

Linked

2 filings

Confidence

66%
Full breach record for OSAIC WEALTH, INC. →3 incidents on file

Osaic Wealth, Inc. notified a client of a data security incident involving their name, Social Security number, and financial account number. The firm is offering 24 months of credit monitoring via Cyberscout and plans to enhance security measures. No specific dates, counts, or attack vectors were disclosed in the letter.

Incident timeline — partial

? — ?

Breach window unknown

Sep 1, 2026

Filed

No interval is drawn: no breach start or discovery date is on record for this filing.

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

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Filing propagation · 2 filings

View merged incident ↗
Massachusetts State AGJul 10 · first
Massachusetts State AG+53d · this page

Pattern: first filing Jul 10 (MA), last Sep 1 (MA) — a 53-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.