Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedPIIIdentity (basic)LowContained

Cook Wealth Management

bd_6e2aa61f36fdfcf5 · schema v1 · pii pii-v1

Severity

Low

Discovered

Oct 23, 2019

Filed

Dec 20, 2019

To disclose

8 weeks

Affected

3state residents only

Confidence

65%

Full breach record for Cook Wealth Management →

Cook Wealth Management notified Montana residents of a phishing incident where an unauthorized individual accessed an employee email account between Sept 4-19, 2019. The breach potentially exposed client PII. The firm engaged forensic assistance, secured the account, and offered one year of Kroll identity monitoring. MFA implementation and employee training were added as remediation.

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Incident timeline

undetected · 49 days

discovery → filing · 8 weeks / 58 days

Sep 4, 2019

Begins

Oct 23, 2019

Discovered

Dec 20, 2019

Filed

vs. sector median

on median

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed3 affectedView incident

Name: Cook Wealth Management
norm: cook wealth management

Name: Cook Wealth Management
norm: cook wealth management
Industry: Financial Servicesllm

Discovered: Oct 23, 2019
Breach occurred: Sep 4, 2019 – Sep 19, 2019
Undetected for: 49 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 3state-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 services of Kroll to provide identity monitoring at no cost to you for one year
Engaged a computer security firm to assist
Launched an investigation to determine the nature and scope of the incident
Changes made: Implementation of multi-factor authentication
Providing continued security education and training to our employees
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 8 weeks(58 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/OCP/General-Notice-36.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Dec 20, 2019
Raw hash: cf6f826f9161bf77eca60be47ee7b57bc7d6b6a6cec84c399f4486010c76f2c2

Reporting entityCook Wealth Management

Victim entityCook Wealth Management

Incidentdiscovered Oct 23, 2019

Stated responseSecured the services of Kroll to provide identity monitoring at no cost to you for one year

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov