DisclosureLens
UnknownFinancial ServicesFinanceGovernment IDFinancial accountPCIMedium

INDEPENDENT SOLUTIONS

bd_5a4b7fc88b3212a0 · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

Aug 7, 2026

To disclose

—

Affected

1state residents only

Linked

3 filings

Confidence

95%
Full breach record for INDEPENDENT SOLUTIONS →

Independent Solutions Wealth Management, LLC reported a data breach to the Vermont Attorney General. The breach was reported to the AGO on 2026-08-07. The reporting organization type is Financial Services. 1 Vermont residents were affected. Categories of data breached: Social Security Numbers, Financial Account Codes, Credit and Debit Account Info.

Incident timeline — partial

? — ?

Breach window unknown

Aug 7, 2026

Filed

—

Corroborated · see linked filings

Compliance clocks stay unassessable until a regulatory filing lands. Dashed segments fill in automatically when corroboration arrives.

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Filing propagation · 3 filings · 3 states

View merged incident ↗
Massachusetts State AGAug 7 · first
Vermont State AGAug 7 · first · this page
New Hampshire State AG+7d

Pattern: first filing Aug 7 (MA), last Aug 14 (NH) — a 7-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.