Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedTargetedPIIIdentity (basic)Government IDFinancial accountMediumContained

LifeMark Securities Corp.

bd_bbaf8c895fd488bf · schema v1 · pii pii-v1

Severity

Medium

Discovered

Sep 4, 2019

Filed

Nov 19, 2019

To disclose

11 weeks

Affected

15state residents only

Linked

4 filings

Confidence

66%

Full breach record for LifeMark Securities Corp. →

LifeMark Securities Corp. notified Montana residents of a phishing attack that compromised a limited number of email accounts on September 4, 2019. The incident potentially exposed names, SSNs, and financial account info. LifeMark hired forensic experts, reset passwords, and offered 12 months of credit monitoring via ID Experts.

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Incident timeline

discovery → filing · 11 weeks / 76 days

Sep 4, 2019

Discovered

Nov 19, 2019

Filed

vs. sector median

+2 wks slower

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

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

New Hampshire State AGbd_acf13729fa7b50c42019-11-20 · +1dVerified
California State AGbd_d2e9933458154fa22019-11-20 · +1dVerified
Massachusetts State AGbd_6708366b46c6c0892019-11-25 · +6dVerified

Name: LifeMark Securities Corp.
norm: lifemark securities

Name: LifeMark Securities Corp.
norm: lifemark securities
Industry: Financial Servicesllm

Discovered: Sep 4, 2019
Materiality determined: —
Notification sent: Nov 19, 2019
Affected individuals: 15state-resident count only
Data types: PIIIdentity (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: Immediately changed all email passwords
Hired independent computer forensic experts to help us investigate
Offering complimentary identity theft protection services called MyIDCare through ID Experts
Changes made: Changed passwords for all email accounts
Implementing additional security controls
Increased password complexity requirements
Implemented a shorter password expiration policy
Anti-threat protection tools for our email environment
Enhanced third-party spam filter tool
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 11 weeks(76 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

Montana State AGNov 19 · first · this page

New Hampshire State AG+1d

California State AG+1d

Massachusetts State AG+6d

Pattern: first filing Nov 19 (MT), last Nov 25 (MA) — a 6-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

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-Notice-55.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Nov 19, 2019
Raw hash: 7a95a59abb49777c979af819b3c586426a50348358f73a29abdf5396f0b4ac03

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityLifeMark Securities Corp.

Victim entityLifeMark Securities Corp.

Incidentdiscovered Sep 4, 2019

Stated responseImmediately changed all email passwords

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov