norm: retirement visionsUSno LEI · no CIKMax severity: Medium

Canonical registry

Retirement Visions

ent_a7c22a5d8b603e09d295b87d

Compliance scorecard →🔔 Follow entity

Disclosures

1

State AG · 1 jurisdiction

Incidents

—

no linked incident in sample

Max affected reported

—

no filed count in sample

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 (1)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.