UnknownGovernment IDFinancial accountMedium

Milestones Financial Planning, LLC

bd_8c28e3132eb19b4a · schema v1 · pii pii-v1

Severity

Medium

Discovered

—

Filed

May 26, 2020

To disclose

—

Affected

10state residents only

Linked

2 filings

Confidence

95%

Full breach record for Milestones Financial Planning, LLC →

Milestones Financial Planning, LLC d/b/a Fox & Company Wealth Management reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2020-05-26. 10 Massachusetts residents were affected. The report records the breach type as electronic.

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Massachusetts clock✓ MA credit monitoring due

⚠ no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

Incident timeline — partial

? — ?

Breach window unknown

May 26, 2020

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 2 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

New Hampshire State AGbd_ff86d72ed703a7932020-05-28 · +2dCandidate

Name: Milestones Financial Planning, LLC
norm: milestones financial planning

Name: Milestones Financial Planning, LLC
norm: milestones financial planning

Discovered: —
Materiality determined: —
Notification sent: —
Affected individuals: 10state-resident count only
Data types: Government IDFinancial account
Data elements: Social Security numberFinancial account numberDriver's licence number
Stated not affected: Payment card number
The filing states these were not involved. Categories absent from both lists were not addressed either way.
Attack vector: Unknown

Compliance flags: MA credit monitoring due
Discovery-date grounding: no discovery dateNo discovery date was extracted, so no notification clock can be evaluated.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

Massachusetts State AGMay 26 · first · this page

New Hampshire State AG+2d

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://www.mass.gov/doc/data-breach-report-2020/download
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 26, 2020
Raw hash: fd99699ddcb580d7d89c5d7846e183bc2f2c92d92093cde0c8120f83b1bf71e5

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityMilestones Financial Planning, LLC

Victim entityMilestones Financial Planning, LLC

IncidentUnknown

ComplianceMA credit monitoring due

Extraction provenanceno artifact recorded

Source provenancewww.mass.gov