DisclosureLens
Social EngineeringFinancial ServicesFinancePhishingBECStolen CredentialsCustomer Data InvolvedIdentity (basic)Financial accountFinancial credentialsLowContained

O’Brien Wealth Partners, LLC

bd_acc63893aee10c23 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jun 7, 2022

Filed

Jun 21, 2022

To disclose

14 days

Affected · nationwide

85512 in this filing

Linked

3 filings

Confidence

50%
Full breach record for O’Brien Wealth Partners, LLC

O’Brien Wealth Partners, LLC reported a business email compromise that occurred between March 7, 2022, and March 24, 2022. The breach was discovered on June 7, 2022. The incident affected 12 Maine residents, whose names and financial account numbers or credit/debit card numbers (with security codes or PINs) were compromised. The company offered 12 months of credit and identity monitoring services through Experian to those affected.

Maine clockDiscovered Jun 7, 2022Filed with AG Jun 21, 202214d ME AG ≤30d14 days discovery → filing
AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Incident timeline

undetected · 92 days
discovery → filing · 14 days

Mar 7, 2022

Begins

Jun 7, 2022

Discovered

Jun 21, 2022

Filed

vs. sector median

7 wks faster

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

Filing propagation · 3 filings · 3 states

View merged incident ↗
Massachusetts State AGJun 21 · first
Maine State AGJun 21 · first · this page

Pattern: first filing Jun 21 (MA), 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.