Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsData ExfiltratedCustomer Data InvolvedDelayed DiscoveryFinancial accountHealth (basic)Identity (basic)Government IDPHIMediumContained

McKay Wealth Management

bd_ddbea17b3be79a35 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Sep 19, 2024

Filed

Jun 12, 2025

To disclose

38 weeks

Affected · nationwide

847797 in this filing

Linked

9 filings

Confidence

69%

Full breach record for McKay Wealth Management →

McKay Wealth Management reported a phishing incident where an employee's email account was accessed by an unknown actor between June 28 and September 19, 2024. The breach exposed names, SSNs, driver's license numbers, financial account info, DOBs, and medical information. Approximately 847 individuals were affected, including 797 Washington residents. Notices began on May 7, 2025. Remediation included credit monitoring and policy reviews.

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Washington clock✗ WA AG >90d38 weeks discovery → filing

⚠ AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Incident timeline

undetected · 83 days

discovery → filing · 38 weeks / 266 days

Jun 28, 2024

Begins

Sep 19, 2024

Discovered

Jun 12, 2025

Filed

vs. sector median

+29 wks slower

This filing is one of 9 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (8) · sorted by filing gap

Montana State AGbd_1234ce5e7de272d92025-06-12Candidate
Maine State AGbd_867d6a384bab16862025-06-12Verified
New Hampshire State AGbd_9e4d37701b496abf2025-06-12Verified
Oregon State AGbd_b890167b322cbf322025-06-12Verified by operator

Show 4 more filings ↓

Nebraska State AGbd_bc128c1d2a91436e2025-06-12Verified
Indiana State AGbd_be4ec609474d24ef2025-06-12Verified
California State AGbd_ddb607a9e99e04902025-06-12Verified
Massachusetts State AGbd_f353fb254d4147722025-06-12Verified

Name: McKay Wealth Management
norm: mckay wealth management

Name: McKay Wealth Management
norm: mckay wealth management
Industry: Financial Servicesllm

Discovered: Sep 19, 2024
Breach occurred: Jun 28, 2024 – Sep 19, 2024
Undetected for: 83 daysoccurrence → discovery
Materiality determined: —
Notification sent: May 7, 2025
Affected individuals: 847state + nationwide
Data types: Identity (basic)Government IDFinancial accountHealth (basic)
Data elements: NameSocial Security numberDriver's licence numberFinancial account numberDate of birthMedical information
WA-stated cause: Cyberattack
WA-stated duration: lifecycle 1-99dexposure 1-99d
WA-stated discovery: Found while ongoingContained same day
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid AccountsT1114 Email Collection
Threat actor: ExternalFinancial
Regulator citations: Provided written notice of the event to relevant state regulatorsNotified the three major credit reporting agencies, Equifax, Experian, and TransUnion
Initial access: phishing_link

During the incident: Secured the employee email account
Assessed the security of the email environment
Investigated the unusual activity
Notified the data owners associated with the involved data
Identified potentially affected individuals for purposes of providing relevant notices
Notified federal law enforcement and relevant business partners
Provided access to credit monitoring services for twenty-four (24) months, through Experian, to individuals whose personal information was potentially affected by the Event, at no cost to these individuals
Provided written notice of the event to relevant state regulators, and to the three major credit reporting agencies, Equifax, Experian, and TransUnion
Posted notice of the event on its website
Notifying the media in relevant jurisdictions
Changes made: Reviewing its existing policies and procedures relating to data security
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 38 weeks(266 days from discovery to filing)
Compliance flags: WA AG >90d
Discovery-date grounding: AG web formThe discovery date came from the AG web-form field, which is systematically later than the detection date stated in the letter. Treat the clock as indicative.

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 9 filings · 9 states

View merged incident ↗

Montana State AGJun 12 · first

Maine State AGJun 12 · first

New Hampshire State AGJun 12 · first

Oregon State AGJun 12 · first

Nebraska State AGJun 12 · first

Indiana State AGJun 12 · first

California State AGJun 12 · first

Massachusetts State AGJun 12 · first

Washington State AGJun 12 · 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://agportal-s3bucket.s3.amazonaws.com/databreach/BreachA33584.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 12, 2025
Raw hash: 8c6342aaa14f64466d8296467173075781c80230e691dd1b2b8ef9249085732b

Linked disclosures

Regulatory filings (8) · sorted by filing gap

Reporting entityMcKay Wealth Management

Victim entityMcKay Wealth Management

Incidentdiscovered Sep 19, 2024

Stated responseSecured the employee email account

ComplianceWA AG >90d

Extraction provenanceno artifact recorded

Source provenanceagportal-s3bucket.s3.amazonaws.com