HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)Financial accountLowContained

Davis Advisory Group

bd_b30e4930eca60ff9 · schema v1 · pii pii-v1

Severity

Low

Discovered

Jul 24, 2025

Filed

Sep 17, 2025

To disclose

8 weeks

Affected

5state residents only

Confidence

65%

Davis Advisory Group, an affiliate of Kestra, notified customers on September 17, 2025, that on July 24, 2025, a threat actor gained unauthorized access to a computer system using valid credentials. The incident potentially exposed names and financial account information. The company increased security protocols and offered 12 months of Experian identity monitoring.

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Incident timeline

discovery → filing · 8 weeks / 55 days

Jul 24, 2025

Begins

Jul 24, 2025

Discovered

Sep 17, 2025

Filed

vs. sector median

on median

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed5 affectedView incident

Name: Kestra Investment Services, LLC
norm: kestra investment

Name: Davis Advisory Group
norm: davis advisory group
Industry: Financial Servicesllm

Discovered: Jul 24, 2025
Breach occurred: Jul 24, 2025
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Sep 17, 2025
Affected individuals: 5state-resident count only
Data types: Identity (basic)Financial account
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Initial access: valid_credentials

During the incident: Increased security protection requirements for all staff
Conducted an investigation to confirm the nature and scope of the incident
Offering identity monitoring services at no cost to you for 12 months
Offering complimentary access to Experian IdentityWorks for 12 months
Changes made: Increased security protection requirements for all staff
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 8 weeks(55 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

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/2025/09/Consumer-notification-letter-49.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Sep 17, 2025
Raw hash: 3818b1617402e7b276c072a1e8068d0301c07b35cbf8b8c3fabdaaa647227c21

Reporting entityKestra Investment Services, LLC

Victim entityDavis Advisory Group

Incidentdiscovered Jul 24, 2025

Stated responseIncreased security protection requirements for all staff

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov