Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsMulti-Stage ChainData ExfiltratedIdentity (basic)Government IDFinancial accountMediumContained

Gries Financial Partners

bd_bb7e3dc1c3418c73 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Oct 12, 2022

Filed

Feb 10, 2023

To disclose

17 weeks

Affected

1state residents only

Linked

3 filings

Confidence

66%

Full breach record for Gries Financial Partners →

Gries Financial Partners notified clients of a supplemental email security incident. Unauthorized access to employee email accounts occurred between Sept 8 and Oct 11, 2022, discovered Oct 12, 2022. Affected data included names, addresses, SSNs, driver's licenses, and financial account info. The company locked accounts, engaged forensic specialists, enhanced email security, and offered 24 months of Kroll identity monitoring.

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Incident timeline

undetected · 34 days

discovery → filing · 17 weeks / 121 days

Sep 8, 2022

Begins

Oct 12, 2022

Discovered

Feb 10, 2023

Filed

vs. sector median

+9 wks slower

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

Massachusetts State AGbd_13e7ceda4a1e230d2023-02-10Verified
New Hampshire State AGbd_1ed64adc1b6e05112023-02-14 · +4dVerified

Name: Gries Financial Partners
norm: gries financial

Name: Gries Financial Partners
norm: gries financial
Industry: Financial Servicesllm

Discovered: Oct 12, 2022
Breach occurred: Sep 8, 2022 – Oct 11, 2022
Undetected for: 34 daysoccurrence → discovery
Materiality determined: —
Notification sent: —
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government IDFinancial account
Data elements: Social Security number
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Initial access: phishing_link

During the incident: Locked accounts
Secured the accounts
Commenced an investigation
Initiated a comprehensive review, with third-party cybersecurity specialists
Enhanced our email security protocols
Offering you access to complimentary identity monitoring services for 24 months through Kroll
Changes made: Reviewing existing policies and procedures and implementing appropriate changes to reduce the likelihood of a similar future event
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 17 weeks(121 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Massachusetts State AGFeb 10 · first

Montana State AGFeb 10 · 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://dojmt.gov/wp-content/uploads/OCP/Consumer-Notification-Letter-825.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Feb 10, 2023
Raw hash: 5817b33a8ffb6dfd0ed332ea9b7a5873e10aafb3d80a0190127c14a4082f4a8a

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entityGries Financial Partners

Victim entityGries Financial Partners

Incidentdiscovered Oct 12, 2022

Stated responseLocked accounts

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov