HackingFinancial ServicesFinanceIdentity (basic)Financial accountFinancial credentialsLowContained

Veris Wealth Partners

bd_b303898c95d8988b · schema v1 · pii pii-v1

Severity

Low

Discovered

Mar 25, 2021

Filed

Apr 23, 2021

To disclose

29 days

Affected · nationwide

36513 in this filing

Linked

4 filings

Confidence

50%

Full breach record for Veris Wealth Partners →

Veris Wealth Partners, a financial services company, reported a data breach that affected 13 Maine residents. The breach occurred between December 30, 2020, and February 3, 2021, and was discovered on March 25, 2021. The breach was an external system breach (hacking) that compromised names and financial account numbers or credit/debit card numbers with their security codes. Veris Wealth Partners offered 12 months of identity theft protection services through IDX to the affected individuals.

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Maine clockDiscovered Mar 25, 2021 → Filed with AG Apr 23, 202129d ✓ ME AG ≤30d29 days discovery → filing

⚠ unattributedNo provenance was recorded for this discovery date and it matches no other date on the record. It may be correct, but it is not independently grounded.

Incident timeline

undetected · 85 days

discovery → filing · 29 days

Dec 30, 2020

Begins

Mar 25, 2021

Discovered

Apr 23, 2021

Filed

vs. sector median

4 wks faster

This filing is one of 4 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

Indiana State AGbd_56f257795cd5f9492021-04-23Verified
Massachusetts State AGbd_af5881863c65e63a2021-04-23Verified
New Hampshire State AGbd_9da86c4f697609e12021-04-27 · +4dVerified

Name: Veris Wealth Partners
norm: veris wealth

Name: Veris Wealth Partners
norm: veris wealth
Industry: Financial Servicesllm

Discovered: Mar 25, 2021
Breach occurred: Dec 30, 2020 – Feb 3, 2021
Undetected for: 85 daysoccurrence → discovery
Materiality determined: —
Notification sent: Apr 23, 2021
Affected individuals: 365state + nationwide
Data types: Identity (basic)Financial accountFinancial credentials
Data elements: Financial account number
Attack vector: Unauthorized Access

Changes made: Offered 12 months of credit monitoring and identity theft protection services through IDX.
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 29 days(29 days from discovery to filing)
Compliance flags: ME AG ≤30d · 29d
Discovery-date grounding: unattributedNo provenance was recorded for this discovery date and it matches no other date on the record. It may be correct, but it is not independently grounded.
Clock breakdown: Statute Window Elapsed Threshold Status
Maine
Discovered: Mar 25, 2021
→ Filed with AG: Apr 23, 2021
29d 30 days ME AG ≤30d

Statute	Window	Elapsed	Threshold	Status
Maine	Discovered: Mar 25, 2021 → Filed with AG: Apr 23, 2021	29d	30 days	ME AG ≤30d

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

Indiana State AGApr 23 · first

Massachusetts State AGApr 23 · first

Maine State AGApr 23 · first · this page

New Hampshire State AG+4d

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.maine.gov/agviewer/content/ag/985235c7-cb95-4be2-8792-a1252b4f8318/95c53c91-5ff0-4df1-abf2-d11ef78cc6e8.shtml
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Apr 23, 2021
Raw hash: 698c3e8d050dd8216f0c876b33d304e0d93d7418a196393c2a2db93554588355

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityVeris Wealth Partners

Victim entityVeris Wealth Partners

Incidentdiscovered Mar 25, 2021

Stated responseOffered 12 months of credit monitoring and identity theft protection services through IDX.

ComplianceME AG ≤30d

Extraction provenanceno artifact recorded

Source provenancewww.maine.gov