HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)PIILowContained

CUSO Financial Services, L.P.

bd_b7bc262cfb0f930a · schema v1 · pii pii-v1

Severity

Low

Discovered

Jan 19, 2024

Filed

Oct 28, 2024

To disclose

40 weeks

Affected

86state residents only

Linked

9 filings

Confidence

65%

Full breach record for CUSO Financial Services, L.P. →5 incidents on file

CUSO Financial Services, LP (a subsidiary of Atria Wealth Solutions) notified individuals of unauthorized access to an employee's third-party archiving account used for FINRA compliance. Access occurred between Dec 19, 2023, and Jan 19, 2024. The account contained names and other personal data. CUSO secured the account, reset passwords, engaged forensic specialists, and notified law enforcement. Complimentary monitoring via Experian is offered.

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Incident timeline

undetected · 31 days

discovery → filing · 40 weeks / 283 days

Dec 19, 2023

Begins

Jan 19, 2024

Discovered

Oct 28, 2024

Filed

vs. sector median

+32 wks slower

This filing is one of 9 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (8) · sorted by filing gap

California State AGbd_55bb67f5c342d2332024-10-28Verified
Oregon State AGbd_5f808b59a614fead2024-10-28Candidate
Massachusetts State AGbd_6c11ed7ee486cb072024-10-28Verified
Maine State AGbd_af8d29e7a825abc22024-10-28Verified

Show 4 more filings ↓up to 4d gap

New Hampshire State AGbd_c148a7a23112a55a2024-10-28Verified
Washington State AGbd_c6c0f3798969948d2024-10-28Verified by operator
Indiana State AGbd_f79f964303bed0832024-10-28Verified
Massachusetts State AGbd_adef04a433aee23f2024-11-01 · +4dVerified

Name: Atria Wealth Solutions, Inc.
norm: atria wealth

Name: CUSO Financial Services, L.P.
norm: cuso financial
Industry: Financial Servicesllm

Discovered: Jan 19, 2024
Breach occurred: Dec 19, 2023 – Jan 19, 2024
Undetected for: 31 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 86state-resident count only
Data types: Identity (basic)PII
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid Accounts
Threat actor: External
Regulator citations: Notified federal law enforcement
Initial access: valid_credentials

During the incident: Secured the affected account
Reset passwords
Engaged cybersecurity specialists to conduct a thorough investigation
Notified federal law enforcement
Changes made: Offering complimentary monitoring and identity restoration services through Experian
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 40 weeks(283 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 9 filings · 8 states

View merged incident ↗

California State AGOct 28 · first

Oregon State AGOct 28 · first

Massachusetts State AGOct 28 · first

Maine State AGOct 28 · first

New Hampshire State AGOct 28 · first

Washington State AGOct 28 · first

Indiana State AGOct 28 · first

Montana State AGOct 28 · first · this page

Massachusetts 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://dojmt.gov/wp-content/uploads/2024/11/Consumer-notification-letter-2.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Oct 28, 2024
Raw hash: 5088210611c91d2a65ce84f91c66b6194030513b47b54d9c139a260d94fa4c32

Linked disclosures

Regulatory filings (8) · sorted by filing gap

Reporting entityAtria Wealth Solutions, Inc.

Victim entityCUSO Financial Services, L.P.

Incidentdiscovered Jan 19, 2024

Stated responseSecured the affected account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov