DisclosureLens
PhysicalFinancial ServicesFinanceLossCustomer Data InvolvedPIIIdentity (basic)Financial accountLowContained

Lincoln Financial Advisors

bd_966d15e47380619f · schema v1 · pii pii-v1

Severity

Low

Discovered

Mar 19, 2020

Filed

Dec 21, 2021

To disclose

21 months

Affected

Not disclosed

Linked

2 filings

Confidence

64%
Full breach record for Lincoln Financial Advisors →4 incidents on file

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

Incident timeline

discovery → filing · 21 months / 642 days

Mar 19, 2020

Begins

Mar 19, 2020

Discovered

Dec 21, 2021

Filed

vs. sector median

+83 wks slower

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

Filing propagation · 2 filings · 2 states

View merged incident ↗
California State AGDec 21 · first · this page
Massachusetts State AG+1d

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.