RGT Wealth Advisors, LLC reported a data breach to the Montana Attorney General. The breach was reported on 2020-12-21. The breach occurred from 11/2/2019 to 11/15/2019. 3 Montana residents were affected.
Affected (this filing): 3
Clustered 2 filings across 2 jurisdictions · filed Dec 21, 2020. View entity profile → Other incidents for this victim →
incident inc_3d643ba2d6644ed9 · merge_method human · confidence 100%
Discovered → first regulatory filing
Time between earliest and latest filing
Not recorded for this incident
Discovery variance · Leak precedence · Materiality delta · SEC filing delay — no leak-site claim in this cluster; no SEC 8-K in this cluster; needs two dated filings.
ME MT
all State AG
Earliest sighting first · deep chronology in Litigation Timeline
Nov 2, 2019
When the intrusion reportedly occurred, per the linked filings
Aug 25, 2020
Reported by MAINE AG filing
RGT Wealth Advisors, LLC reported a data breach to the Montana Attorney General. The breach was reported on 2020-12-21. The breach occurred from 11/2/2019 to 11/15/2019. 3 Montana residents were affected.
Affected (this filing): 3
RGT Wealth Advisors, LLC reported an email compromise that occurred from November 2, 2019, to November 15, 2019. The breach was discovered on August 25, 2020. The incident affected 2 Maine residents, compromising their names and financial account numbers or credit/debit card numbers with access codes. The company offered 12 months of identity theft protection services through Kroll.
Affected (this filing): 2
About this clustering
DisclosureLens links filings into incidents through layered matchers: deterministic rules (same source document, multistate filings of one breach, tight-window same-victim pairs), a weighted-similarity scorer for cross-source candidates, and an operator review queue for everything uncertain. Each link records its own method and confidence — shown per filing in the timeline below. The system defaults to NOT merging when uncertain, because a false merge (collapsing two unrelated breaches) is more harmful than a false split (showing related filings separately); uncertain pairs route to human review instead of auto-merging. Filing summaries shown in the timeline are AI-generated extracts — verify each against its linked source.