DisclosureLens
HackingFinancial ServicesFinanceCustomer Data InvolvedFinancial accountIdentity (basic)Government IDMediumContained

KerberRose

bd_df731ff4766cb144 · schema v1 · pii pii-v1

Severity

Medium

Discovered

May 1, 2026

Filed

May 29, 2026

To disclose

28 days

Affected

6state residents only

Linked

6 filings

Confidence

66%
Full breach record for KerberRose

KerberRose Wealth Management, LLC notified Massachusetts residents of a data security incident discovered on May 1, 2026. The breach potentially exposed customer names, addresses, Social Security numbers, financial account numbers, and dates of birth. KerberRose isolated the environment, engaged forensic investigators, and offered 24 months of credit monitoring via Cyberscout. No evidence of fraud was found at the time of notification.

Massachusetts clock MA AG ≤30d28 days discovery → filing

Incident timeline

discovery → filing · 28 days

May 1, 2026

Discovered

May 29, 2026

Filed

vs. sector median

4 wks faster

This filing is one of 6 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (5) · sorted by filing gap

Show 1 more filing

Filing propagation · 6 filings · 6 states

View merged incident ↗
Nebraska State AGMay 29 · first
Vermont State AGMay 29 · first
Maine State AGMay 29 · first
Indiana State AGMay 29 · first
New Hampshire State AGMay 29 · first
Massachusetts State AGMay 29 · 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.