Social EngineeringFinancial ServicesFinancePhishingCustomer Data InvolvedPIICredentialsLowContained

Cordell Wealth Management

bd_ba67b34525995439 · schema v1 · pii pii-v1

Severity

Low

Discovered

May 17, 2022

Filed

Aug 16, 2022

To disclose

13 weeks

Affected

1state residents only

Confidence

66%

Cordell Wealth Management notified Montana residents of a security incident on May 17, 2022, where an employee email account was accessed by an unauthorized party. The investigation could not rule out that personal information was viewed. The firm offered 12 months of identity monitoring via Kroll and enhanced email security controls.

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Incident timeline

discovery → filing · 13 weeks / 91 days

May 17, 2022

Begins

May 17, 2022

Discovered

Aug 16, 2022

Filed

vs. sector median

+5 wks slower

Tracked as a single-filing incident — the only disclosure on record for this event so far.Confirmed1 affectedView incident

Name: Cordell and Associates
norm: cordell and associates

Name: Cordell Wealth Management
norm: cordell wealth management
Industry: Financial Servicesllm

Discovered: May 17, 2022
Breach occurred: May 17, 2022
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 1state-resident count only
Data types: PIICredentials
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: External
Initial access: phishing_link

During the incident: Offering a 12-month membership to identity monitoring services through Kroll
Implemented additional security measures and controls to our email environment
Changes made: Implemented additional security measures and controls to our email environment
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 13 weeks(91 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/OCP/Consumer-Notification-Letter-500.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Aug 16, 2022
Raw hash: 857f183d426179e8efc23e250d16015b691b9e281c236c3780ec5a23a69fd84a

Reporting entityCordell and Associates

Victim entityCordell Wealth Management

Incidentdiscovered May 17, 2022

Stated responseOffering a 12-month membership to identity monitoring services through Kroll

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov