Social EngineeringFinancial ServicesFinancePhishingCustomer Data InvolvedIdentity (basic)Government IDFinancial accountMediumContained

Brumbaugh Wealth Management

bd_e3400d5265c2e795 · schema v1 · pii pii-v2

Severity

Medium

Discovered

Jul 3, 2024

Filed

Jan 13, 2025

To disclose

—

Affected

1state residents only

Linked

5 filings

Confidence

66%

Full breach record for Brumbaugh Wealth Management →2 incidents on file

Brumbaugh Wealth Management reported a phishing incident affecting one Nebraska resident. Unauthorized access to an employee's email account occurred between July 3-8, 2024. Impacted data included names, SSNs, driver's license numbers, and financial account information. Brumbaugh notified law enforcement, enhanced security policies, and provided one year of Experian credit monitoring to the affected individual. Notification was sent on January 13, 2025.

J jump to incidentP pin to compareR raw source

Incident timeline

Jul 3, 2024

Begins

Jul 3, 2024

Discovered

Jan 13, 2025

Filed

This filing is one of 5 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (4) · sorted by filing gap

Indiana State AGbd_12afc2ec3962ba6f2025-01-13Verified
Massachusetts State AGbd_7afdd6fba3e1faad2025-01-13Verified
Maine State AGbd_8800aefb97beeae72025-01-13Verified
Vermont State AGbd_503c9110aaace2d42024-12-10 · +34dCandidate

Name: Brumbaugh Wealth Management
norm: brumbaugh wealth management

Name: Brumbaugh Wealth Management
norm: brumbaugh wealth management
Industry: Financial Servicesllm

Discovered: Jul 3, 2024
Breach occurred: Jul 3, 2024 – Jul 8, 2024
Undetected for: 0 daysoccurrence → discovery
Materiality determined: —
Notification sent: Jan 13, 2025
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government IDFinancial account
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing Link
Threat actor: External
Regulator citations: notified federal law enforcementproviding written notice of the Event to relevant state regulators and to the three major credit reporting agencies
Initial access: phishing_link

During the incident: Took steps to secure the email accounts
Assess the security of the email environment
Investigate the activity to determine what happened
Notified federal law enforcement
Reviewed and enhanced its existing policies and procedures
Providing access to credit monitoring services for one (1) year, through Experian
Changes made: Reviewed and enhanced its existing policies and procedures
Source: Quoted from the filing itself, not independently verified.

Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 5 filings · 5 states

View merged incident ↗

Vermont State AGDec 10 · first

Indiana State AG+34d

Massachusetts State AG+34d

Maine State AG+34d

Nebraska State AG+34d · this page

Pattern: first filing Dec 10 (VT), last Jan 13 (NE) — a 34-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://nebraska.gov/ago/data-breach/documents/Brumbaugh - Notice of Data Event - NE.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jan 13, 2025
Raw hash: 3d16baef2b6427fa00fda7f9d90d65ff4d7facda1d5fcd962e7249541083259c

Linked disclosures

Regulatory filings (4) · sorted by filing gap

Reporting entityBrumbaugh Wealth Management

Victim entityBrumbaugh Wealth Management

Incidentdiscovered Jul 3, 2024

Stated responseTook steps to secure the email accounts

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancenebraska.gov