Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsData ExfiltratedCustomer Data InvolvedPIIIdentity (basic)LowContained

Cascade Financial Services

bd_aca2767e35859f40 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 9, 2024

Filed

Jan 16, 2025

To disclose

27 weeks

Affected

10state residents only

Linked

3 filings

Confidence

66%

Full breach record for Cascade Financial Services →

Cascade Financial Services (dba Southwest Stage Funding) notified Montana residents of a security incident where employee email accounts were accessed by an unknown actor between July 8-9, 2024. The breach resulted from suspicious activity likely linked to phishing. Personal information was contained in affected emails. The company engaged forensic specialists, secured the tenant, and offers credit monitoring.

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Incident timeline

undetected · 1 days

discovery → filing · 27 weeks / 191 days

Jul 8, 2024

Begins

Jul 9, 2024

Discovered

Jan 16, 2025

Filed

vs. sector median

+19 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

New Hampshire State AGbd_ca86a2365b109b092025-01-16Verified
Maryland State AGbd_97597da02adefdfd2025-11-13 · +301dVerified

Name: Southwest Stage Funding, LLC
norm: southwest stage funding

Name: Cascade Financial Services
norm: cascade financial
Also named: Southwest Stage Funding, LLCdba oflegal entity
Cascade Financial Servicesdba oftrade name
Industry: Financial Servicesllm

Discovered: Jul 9, 2024
Breach occurred: Jul 8, 2024 – Jul 9, 2024
Undetected for: 1 dayoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 10state-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 email tenant
Initiated an investigation with the assistance of third-party forensic specialists
Engaged a data review vendor to conduct a comprehensive and time-intensive review of the contents of the affected email accounts
Offering credit monitoring and identity theft protection services for 12/24 months through IDX at no cost
Changes made: Implementing additional security measures to further protect against similar events occurring in the future
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 27 weeks(191 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 ↗

New Hampshire State AGJan 16 · first

Montana State AGJan 16 · first · this page

Maryland State AG+301d

Pattern: first filing Jan 16 (NH), last Nov 13 (MD) — a 301-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://dojmt.gov/wp-content/uploads/2025/03/Consumer-notification-letter-202.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jan 16, 2025
Raw hash: 69efbdf64176c3b8c9fa6b393b5166b4e221b34fce6aa8e4861456eb65ef7692

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entitySouthwest Stage Funding, LLC

Victim entityCascade Financial Services

Incidentdiscovered Jul 9, 2024

Stated responseSecured the email tenant

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov