HackingFinancial ServicesFinanceStolen CredentialsCustomer Data InvolvedIdentity (basic)Government IDMediumContained

Milestones Financial Planning, LLC

bd_ff86d72ed703a793 · schema v1 · pii pii-v1

Severity

Medium

Discovered

Mar 9, 2020

Filed

May 28, 2020

To disclose

11 weeks

Affected

1state residents only

Linked

2 filings

Confidence

66%

Full breach record for Milestones Financial Planning, LLC →

Milestones Financial Planning, LLC d/b/a Fox & Company Wealth Management notified the NH AG that an unauthorized third party accessed two employee email accounts between March 5-9, 2020. The incident affected one NH resident, whose name and SSN were in the accounts. The company secured accounts, engaged forensic investigators, and offered one year of credit monitoring.

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Incident timeline

undetected · 4 days

discovery → filing · 11 weeks / 80 days

Mar 5, 2020

Begins

Mar 9, 2020

Discovered

May 28, 2020

Filed

vs. sector median

+3 wks slower

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

Linked disclosures

Why this link?

Regulatory filings (1) · sorted by filing gap

Massachusetts State AGbd_8c28e3132eb19b4a2020-05-26 · +2dVerified

Name: Polsinelli PC
norm: polsinelli

Name: Milestones Financial Planning, LLC
norm: milestones financial planning
Also named: Milestones Financial Planning, LLCdba oflegal entity
Fox & Company Wealth Managementdba oftrade name
Industry: Financial Servicesllm

Discovered: Mar 9, 2020
Breach occurred: Mar 5, 2020 – Mar 9, 2020
Undetected for: 4 daysoccurrence → discovery
Materiality determined: —
Notification sent: May 27, 2020
Affected individuals: 1state-resident count only
Data types: Identity (basic)Government ID
Data elements: Social Security number
Attack vector: Unauthorized Access
MITRE ATT&CK: T1078 Valid AccountsT1114 Email Collection
Threat actor: External
Regulator citations: Notified New Hampshire Attorney General pursuant to N.H. Rev. Stat. § 359-C:20
Initial access: valid_credentials

During the incident: Secured the email accounts to prevent further access
Engaged a forensic security firm to investigate and confirm the security of its email and computer systems
Notifying impacted individuals
Offering one year of complimentary credit monitoring and identity theft protection
Changes made: Retraining employees
Implementing multi-factor authentication
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 11 weeks(80 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 AGMay 26 · first

New Hampshire State AG+2d · 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://mm.nh.gov/files/uploads/doj/remote-docs/milestones-financial-planning-dba-fox-wealth-20200528.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: May 28, 2020
Raw hash: ea381d7a2722b2acadac9bd20034e6bcc4f51d47ffb063eb971d7809fcd11e84

Linked disclosures

Regulatory filings (1) · sorted by filing gap

Reporting entityPolsinelli PC

Victim entityMilestones Financial Planning, LLC

Incidentdiscovered Mar 9, 2020

Stated responseSecured the email accounts to prevent further access

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancemm.nh.gov