norm: davis advisoryUSno LEI · no CIKMax severity: Low

Canonical registry

Davis Advisory Group

ent_6aa78d151953253736cfd5e7

Compliance scorecard →🔔 Follow entity

Disclosures

1

State AG · 1 jurisdiction

Incidents

—

no linked incident in sample

Max affected reported

2

as filed · State AG NH

Leak-site claims

0

none in sample

Identity resolution

Canonical name: Davis Advisory Group
Normalized: davis advisory— 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 (1)newest first

⛰️New Hampshire State AGas victim2025-09-22
Davis Advisory Group, a branch of Kestra Investment Services, LLC, reported that on July 24, 2025, a malicious actor gained unauthorized access to a computer system using a financial professional's credentials. The actor accessed a vendor website. The incident affected 2 New Hampshire residents, potentially exposing names and financial account information. Notices were mailed on September 17, 2025, offering 12 months of credit monitoring.