Retirement Visions
ent_a7c22a5d8b603e09d295b87d
Disclosures
2
State AG · 2 jurisdictions
Multi-filing incidents
1
incidents joining 2+ filings here
Max affected reported
3
as filed · State AG MA
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- Retirement Visions
- Normalized
- retirement visions— 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
- Vermont State AGas victim2023-04-04
Retirement Visions notified consumers of a security incident where an unauthorized individual accessed an advisor's email account via a phishing link. The account contained personal information including names, addresses, DOBs, driver's license numbers, financial account numbers, and SSNs. No evidence of specific misuse was found. The company secured the account, enhanced security protocols, re-educated staff, and provided one year of identity monitoring.
- Massachusetts State AGas victim2023-04-04
Retirement Visions reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2023-04-04. 3 Massachusetts residents were affected. The report records the breach type as electronic.