HackingFinancial ServicesFinanceStolen CredentialsTargetedIdentity (basic)Government IDFinancial accountMediumContained

O’Brien Wealth Partners, LLC

bd_76f109926edbb919 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Mar 25, 2022

Filed

Jun 27, 2022

To disclose

13 weeks

Affected

27state residents only

Linked

3 filings

Confidence

66%

Full breach record for O’Brien Wealth Partners, LLC →

O'Brien Wealth Partners, LLC notified the NH AG of unauthorized access to employee email accounts between March 7-24, 2022. Suspicious activity identified March 25, 2022. 27 NH residents affected; data included names, DOB, SSNs, and financial account numbers. Forensic firm engaged; credit monitoring offered.

J jump to incidentP pin to compareR raw source

Incident timeline

undetected · 18 days

discovery → filing · 13 weeks / 94 days

Mar 7, 2022

Begins

Mar 25, 2022

Discovered

Jun 27, 2022

Filed

vs. sector median

+4 wks slower

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

Maine State AGbd_acc63893aee10c232022-06-21 · +6dCandidate
Massachusetts State AGbd_b33ee58f21755c382022-06-21 · +6dVerified

Name: Mullen Coughlin LLC
norm: mullen coughlin

Name: O’Brien Wealth Partners, LLC
norm: o brien wealth
Industry: Financial Servicesllm

Discovered: Mar 25, 2022
Breach occurred: Mar 7, 2022 – Mar 24, 2022
Undetected for: 18 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jun 21, 2022
Affected individuals: 27state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Date of birth
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Regulator citations: Notified Office of the New Hampshire Attorney General
Initial access: valid_credentials

During the incident: Hired a third-party forensic firm to investigate the nature and scope of the incident
Provided access to complimentary credit monitoring services for twelve (12) months, through Experian
Provided impacted individuals with guidance on how to better protect against identity theft and fraud
Changes made: Working to implement additional safeguards and training to its employees
Reviewing our security policies, procedures, and processes
Additional workforce training is being conducted to reduce the likelihood of a similar future incident
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 13 weeks(94 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Maine State AGJun 21 · first

Massachusetts State AGJun 21 · first

New Hampshire State AG+6d · this page

Pattern: first filing Jun 21 (ME), last Jun 27 (NH) — a 6-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://mm.nh.gov/files/uploads/doj/remote-docs/obrien-wealth-partners-20220627.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 27, 2022
Raw hash: e90967cd49e99feb1d6b87dc7f3c2cc46c0a6a4c748021331dca4888af9e1a3c

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityMullen Coughlin LLC

Victim entityO’Brien Wealth Partners, LLC

Incidentdiscovered Mar 25, 2022

Stated responseHired a third-party forensic firm to investigate the nature and scope of the incident

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov