HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedTargetedIdentity (basic)Government IDFinancial accountMediumContained

Navigation Financial Advisors, Inc

bd_c492e208278eeec8 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Nov 21, 2023

Filed

Jan 24, 2024

To disclose

9 weeks

Affected

3state residents only

Linked

2 filings

Confidence

65%

Full breach record for Navigation Financial Advisors, Inc →

Navigation Financial Advisors, Inc. notified Montana residents of a data breach where unauthorized access occurred between Nov 11-16, 2023. The incident exposed names, SSNs, driver's licenses, and financial account numbers. The company engaged forensic experts, notified law enforcement, and provided 12 months of credit monitoring via IDX.

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Incident timeline

undetected · 10 days

discovery → filing · 9 weeks / 64 days

Nov 11, 2023

Begins

Nov 21, 2023

Discovered

Jan 24, 2024

Filed

vs. sector median

+1 wks slower

This filing is one of 2 filings about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Massachusetts State AGbd_0e53f2b8cb916b602024-01-24Verified

Name: Navigation Financial Advisors, Inc
norm: navigation financial advisors

Name: Navigation Financial Advisors, Inc
norm: navigation financial advisors
Industry: Financial Servicesllm

Discovered: Nov 21, 2023
Breach occurred: Nov 11, 2023 – Nov 16, 2023
Undetected for: 10 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jan 24, 2024
Affected individuals: 3state-resident count only
Data types: Identity (basic)Government IDFinancial account
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1119 Automated Collection
Threat actor: ExternalFinancial
Regulator citations: reported the incident to law enforcement
Initial access: valid_credentials

During the incident: Took immediate steps to secure our systems
Launched an investigation with the assistance of independent experts
Reported the incident to law enforcement
Implemented additional measures to enhance our existing security protocols
Arranged to provide identity monitoring at no cost to you through IDX
Changes made: Implemented additional measures to enhance our existing security protocols
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 9 weeks(64 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 2 filings · 2 states

View merged incident ↗

Massachusetts State AGJan 24 · first

Montana State AGJan 24 · first · this page

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-1048.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jan 24, 2024
Raw hash: f2aa9c17819252d0061de362cd18e0a0f7a3a94c47461d2205ecc1e9682ad680

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityNavigation Financial Advisors, Inc

Victim entityNavigation Financial Advisors, Inc

Incidentdiscovered Nov 21, 2023

Stated responseTook immediate steps to secure our systems

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov