Milestones Financial Planning, LLC
ent_4ad4f668d6ece784843c2c18
Disclosures
2
State AG · 2 jurisdictions
Multi-filing incidents
1
incidents joining 2+ filings here
Max affected reported
10
as filed · State AG MA
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- Milestones Financial Planning, LLC
- Normalized
- milestones financial planning— dedupe via name-norm; Microsoft / MSFT collapse to one row
- GLEIF LEI
- No match
- SEC EDGAR CIK
- None — not an SEC registrant
- Domain
- None on record
Disclosure history (2)newest first
- New Hampshire State AGas victim2020-05-28
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.
- Massachusetts State AGas victim2020-05-26
Milestones Financial Planning, LLC d/b/a Fox & Company Wealth Management reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2020-05-26. 10 Massachusetts residents were affected. The report records the breach type as electronic.