Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedPIIIdentity (basic)LowContained

Harvest Wealth Advisors

bd_493b973bd68709d9 · schema v1 · pii pii-v1

Severity

Low

Discovered

Sep 27, 2018

Filed

Oct 19, 2018

To disclose

22 days

Affected

5state residents only

Confidence

64%

Harvest Wealth Advisors notified Montana residents of a phishing incident where an unauthorized person accessed an employee's email account between Sept 17-18, 2018. The company secured the account, engaged forensic investigators, and offered credit monitoring. PII including names was potentially exposed.

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Incident timeline

undetected · 10 days

discovery → filing · 22 days

Sep 17, 2018

Begins

Sep 27, 2018

Discovered

Oct 19, 2018

Filed

vs. sector median

5 wks faster

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed5 affectedView incident

Name: Harvest Wealth Advisors
norm: harvest wealth advisors
Domain: harvestcare.com

Name: Harvest Wealth Advisors
norm: harvest wealth advisors
Domain: harvestcare.com
Industry: Financial Servicesllm

Discovered: Sep 27, 2018
Breach occurred: Sep 17, 2018 – Sep 18, 2018
Undetected for: 10 daysoccurrence → discovery
Materiality determined: —
Notification sent: Oct 19, 2018
Affected individuals: 5state-resident count only
Data types: PIIIdentity (basic)
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: External
Initial access: phishing_link

During the incident: Secured the email account
Engaged a leading cyber security firm to assist with that investigation
Changes made: Implementing significant additional procedures, including multi-factor authentication
Providing additional education and training to our employees
Offering complimentary one-year membership in Experian’s IdentityWorks Credit 3B
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 22 days(22 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

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/Harvest-Wealth.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 19, 2018
Raw hash: 198fadf3ae618da74997738621a4c740e0d4c0bccb7ae2af43117e97366168c3

Reporting entityHarvest Wealth Advisors

Victim entityHarvest Wealth Advisors

Incidentdiscovered Sep 27, 2018

Stated responseSecured the email account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov