Atria Wealth Solutions, Inc.

CUSO Financial Services, LP (a subsidiary of Atria Wealth Solutions) notified individuals of unauthorized access to an employee's third-party archiving account used for FINRA compliance. Access occurred between Dec 19, 2023, and Jan 19, 2024. The account contained names and other personal data. CUSO secured the account, reset passwords, engaged forensic specialists, and notified law enforcement. Complimentary monitoring via Experian is offered.

Atria Wealth Solutions disclosed unauthorized access to an employee's email account between Nov 22 and Dec 12, 2023. The incident affected 779 Washington residents, exposing names and dates of birth. Atria notified affected individuals on June 13, 2024, and provided 12 months of credit monitoring via Experian.

Atria Wealth Solutions reported a data breach to the Indiana Attorney General. The breach occurred on 2023-11-22 and was reported on 2024-06-13. 1 Indiana residents were affected. 894 individuals affected in total.

Atria Wealth Solutions notified the NH AG of a phishing incident affecting 7 NH residents. Unauthorized access to an employee email account occurred on Dec 3, 2019. Data exposed included SSN, driver's license, passport, credit card numbers, CVV, and passwords. Notification sent May 7, 2020. Credit monitoring offered.

Atria Wealth Solutions notified Washington AG of unauthorized access to an employee email account on Dec 3, 2019, discovered March 26, 2020. Incident involved phishing leading to credential compromise. 574 WA residents affected; data included names, SSNs, and DOBs. Atria engaged forensic specialists and provided 12 months of credit monitoring.

Atria Wealth Solutions notified California residents of unauthorized access to an email account on December 3, 2019. The investigation confirmed that the impacted email account contained names and email addresses. The company offered identity restoration services through Experian IdentityWorks. The specific scope of data viewed by the unauthorized actor could not be confirmed.

Atria Wealth Solutions reported a data breach to the Oregon Attorney General. The breach was reported on 2020-05-07. The breach occurred during 12/3/2019 - 12/3/2019. The breach was discovered on 3/26/2020. 11,046 individuals were affected. Notice was sent on 5/7/2020.

CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, notified Montana residents of a phishing incident where an affiliate's employee email account was accessed without authorization on December 3, 2019. The breach exposed PII and credentials. CUSO engaged forensic specialists and offered 12 months of credit monitoring.

Atria Wealth Solutions reported a data breach to the Indiana Attorney General. The breach occurred on 2019-12-03 and was reported on 2020-05-07. 36 Indiana residents were affected. 11,046 individuals affected in total.