PhysicalLossCustomer Data InvolvedPIIIDENTITY_BASICFINANCIAL_ACCOUNTLowContained
Lincoln Financial Advisors
bd_966d15e47380619f · schema v1 · pii pii-v1
Full breach record for Lincoln Financial Advisors →Lincoln Financial Advisors discovered on March 19, 2020, that an unknown third party was in possession of a drive containing client data associated with its Charpentier Wealth Strategies office. The incident involved the loss of a physical drive containing personal information, including names and financial account details. Lincoln notified affected individuals starting April 15, 2020, and provided one year of identity monitoring services through Kroll. The company worked with law enforcement and confirmed its safeguards to prevent recurrence.
California clockDiscovered Mar 19, 2020 → Notified Apr 15, 202027d ✓ CA 60-day OK21 months discovery → filing
Tracked as a single-filing incident — the only disclosure on record for this event so far.ConfirmedView incident
Source provenance
- Source URL
- https://oag.ca.gov/ecrime/databreach/reports/sb24-548758
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
- Filed at
- Dec 21, 2021
- Raw hash
- 992c096aa4c8c3df14ea133983affdb8d48168dd14456f9f136a47c46153872e
Reporting entity
- Name
- Lincoln Financial Advisorsnorm: lincoln financial advisors
Victim entity
- Name
- Lincoln Financial Advisorsnorm: lincoln financial advisors
Incident
- Discovered
- Mar 19, 2020
- Materiality determined
- —
- Notification sent
- Apr 15, 2020
- Affected individuals
- Not disclosed
- Data types
- PIIIDENTITY_BASICFINANCIAL_ACCOUNT
- Attack vector
- Unknown
- MITRE ATT&CK
- T1052 Exfiltration Over Physical Medium
- Threat actor
- External
- Regulator citations
- Work closely with law enforcement on this matter
Compliance
- Time to disclose
- 21 months(642 days from discovery to filing)
- Compliance flags
- CA 60-day OK · 27d
- Discovery-date grounding
- letter-groundedThe discovery date is the detection date narrated in the notification letter — the defensible tier.
- Clock breakdown
Statute Window Elapsed Threshold Status California Discovered: Mar 19, 2020→ Notified: Apr 15, 202027d 60 days (analyst band, pre-2026 discoveries) CA 60-day OK
Extraction provenance
- Status
- No extraction artifact recorded for this disclosure.