Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsData ExfiltratedCustomer Data InvolvedIdentity (basic)Government IDMediumContained

Private Client Services, LLC

bd_429e7e8c358f4402 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Nov 18, 2021

Filed

May 27, 2022

To disclose

27 weeks

Affected

518state residents only

Linked

4 filings

Confidence

69%

Full breach record for Private Client Services, LLC →

Private Client Services, LLC reported a phishing incident in Washington affecting 518 residents. Unauthorized access to an employee email account occurred between Nov 4-18, 2021. Data exposed included names, DOBs, and SSNs. Notices sent May 25, 2022. FBI notified; credit monitoring offered.

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Washington clock✗ WA AG >90d27 weeks discovery → filing

⚠ AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Incident timeline

undetected · 14 days

discovery → filing · 27 weeks / 190 days

Nov 4, 2021

Begins

Nov 18, 2021

Discovered

May 27, 2022

Filed

vs. sector median

+19 wks slower

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

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

Maine State AGbd_ea17dc3cc9831a502022-05-27Verified
Massachusetts State AGbd_72e1ce22055a438c2022-06-01 · +5dVerified
New Hampshire State AGbd_e67a3d416e12f67f2022-06-06 · +10dVerified

Name: Private Client Services, LLC
norm: private client services
Domain: privateclientselect.com

Name: Private Client Services, LLC
norm: private client
Industry: Financial Servicesllm

Discovered: Nov 18, 2021
Breach occurred: Nov 4, 2021 – Nov 18, 2021
Undetected for: 14 daysoccurrence → discovery
Materiality determined: —
Notification sent: May 25, 2022
Affected individuals: 518state-resident count only
Data types: Identity (basic)Government ID
Data elements: NameSocial Security numberDriver's licence numberDate of birth
WA-stated cause: Cyberattack
WA-stated duration: lifecycle 1-99dexposure 1-99d
WA-stated discovery: Found while ongoingContained same day
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: Notified the FBI immediatelyProvided written notice of this incident to relevant state regulators, as necessary
Initial access: phishing_link

During the incident: Notified the FBI immediately
Retained a third-party to locate address information for the affected individuals
Provided access to free credit monitoring services to individuals whose personal information was potentially affected by this incident, at no cost to these individuals
Provided impacted individuals with guidance on how to better protect against identity theft and fraud
Provided written notice of this incident to relevant state regulators, as necessary, and to the three major credit reporting agencies, Equifax, Experian, and TransUnion
Changes made: Implementing additional security measures
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 27 weeks(190 days from discovery to filing)
Compliance flags: WA AG >90d
Discovery-date grounding: AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

Maine State AGMay 27 · first

Washington State AGMay 27 · first · this page

Massachusetts State AG+5d

New Hampshire State AG+10d

Pattern: first filing May 27 (ME), last Jun 6 (NH) — a 10-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.

Source URL: https://agportal-s3bucket.s3.amazonaws.com/databreach/BreachA10465.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 27, 2022
Raw hash: c9a194681e295873119b1552ca290abdcb7fefc01f747e54aed3160f1ccecb64

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityPrivate Client Services, LLC

Victim entityPrivate Client Services, LLC

Incidentdiscovered Nov 18, 2021

Stated responseNotified the FBI immediately

ComplianceWA AG >90d

Extraction provenanceno artifact recorded

Source provenanceagportal-s3bucket.s3.amazonaws.com