Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedPIIIdentity (basic)CredentialsLowContained

National Advisors Holdings, Inc.

bd_d555f6fe1556826b · schema v1 · pii pii-v1

Severity

Low

Discovered

Apr 17, 2023

Filed

Feb 2, 2024

To disclose

42 weeks

Affected

37state residents only

Linked

8 filings

Confidence

66%

Full breach record for National Advisors Holdings, Inc. →2 incidents on file

National Advisors Trust notified Montana residents of a data security incident discovered on April 17, 2023. Unauthorized individuals accessed four employee email accounts via phishing, potentially exposing client PII including names and other elements. NAT engaged forensic experts, implemented security measures, and offered credit monitoring services. Notification was sent on January 11, 2024.

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Incident timeline

discovery → filing · 42 weeks / 291 days

Apr 17, 2023

Discovered

Feb 2, 2024

Filed

vs. sector median

+33 wks slower

This filing is one of 8 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (7) · sorted by filing gap

California State AGbd_362afe212a144aa42024-02-02Candidate
New Hampshire State AGbd_9e4aa5bc8400fae02024-02-02Verified
Vermont State AGbd_a4171eab7b34e0262024-02-02Verified
Indiana State AGbd_d55a09a6ca6cfaae2024-02-02Verified

Show 3 more filings ↓up to 3d gap

Maine State AGbd_fb37ca7ea03711c62024-02-03 · +1dVerified
Massachusetts State AGbd_fced9511d40c73d22024-02-04 · +2dVerified
South Carolina State AGbd_df3cd123f6722a282024-02-05 · +3dVerified

Name: National Advisors Holdings, Inc.
norm: national advisors

Name: National Advisors Holdings, Inc.
norm: national advisors
Also named: National Advisors Holdings, Incoperating subsidiary ofholding company
Industry: Financial Servicesllm

Discovered: Apr 17, 2023
Materiality determined: —
Notification sent: Jan 11, 2024
Affected individuals: 37state-resident count only
Data types: PIIIdentity (basic)Credentials
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: External
Regulator citations: Notifying all necessary regulatory agencies as required under applicable state and federal law
Initial access: phishing_link

During the incident: Engaged third-party digital forensics experts to assist with determining the source and scope of the incident
Implemented preventative and remediation measures
Offering a complimentary 12/24-month membership in Equifax Credit Watch Gold
Changes made: Implemented additional security measures to protect our digital environment and minimize the likelihood of future incidents
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 42 weeks(291 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 8 filings · 8 states

View merged incident ↗

California State AGFeb 2 · first

New Hampshire State AGFeb 2 · first

Vermont State AGFeb 2 · first

Indiana State AGFeb 2 · first

Montana State AGFeb 2 · first · this page

Maine State AG+1d

Massachusetts State AG+2d

South Carolina State AG+3d

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-1073.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Feb 2, 2024
Raw hash: 7b13a2b914423964461e8225698fdf1b0c07146960c1cfdf43dc9e384993bce8

Linked disclosures

Regulatory filings (7) · sorted by filing gap

Reporting entityNational Advisors Holdings, Inc.

Victim entityNational Advisors Holdings, Inc.

Incidentdiscovered Apr 17, 2023

Stated responseEngaged third-party digital forensics experts to assist with determining the source and scope of the incident

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov