DisclosureLens
PhysicalFinancial ServicesFinanceLossCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Lincoln Financial Advisors

bd_5270e3600164a257 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Mar 19, 2020

Filed

Apr 16, 2020

To disclose

28 days

Affected

Not disclosed

Linked

4 filings

Confidence

65%
Full breach record for Lincoln Financial Advisors →4 incidents on file

Lincoln Financial Advisors discovered on March 19, 2020, that an unknown third party possessed a drive containing client data, potentially associated with the Charpentier Wealth Strategies office. The exposed data may include names, addresses, Social Security numbers, dates of birth, bank account information, driver's license numbers, and financial account numbers. Lincoln contacted law enforcement, added heightened security to accounts, and offered one year of identity monitoring via Kroll.

Incident timeline

discovery → filing · 28 days

Mar 19, 2020

Begins

Mar 19, 2020

Discovered

Apr 16, 2020

Filed

vs. sector median

4 wks faster

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

Filing propagation · 4 filings · 3 states

View merged incident ↗
Indiana State AGApr 15 · first
Montana State AG+1d
California State AG+1d · this page
California State AG+23d

Pattern: first filing Apr 15 (IN), last May 8 (CA) — a 23-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.