Where does the Davenport & Company LLC case file come from?

Every entry is taken from the breach report Davenport & Company LLC lodged with the Massachusetts Attorney General. Nothing here is estimated.

Why do the incident date and the report date differ?

Companies usually investigate before they report. The gap between the two dates shows how long that took.

What does the records-affected figure count?

It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.

Does this case file change over time?

Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

Case file

Case File: Davenport & Company LLC Data Breach

This file collects the dated facts on record for the Davenport & Company LLC incident. The state report is dated April 4, 2025.

Timeline

April 4, 2025Report filed in MassachusettsDate the notice was lodged with the Massachusetts Attorney General.

Case facts

Filing state: Massachusetts
Date reported: April 4, 2025
Receiving office: Massachusetts Attorney General

Case notes

Davenport & Company LLC, a financial services and wealth management firm, submitted a data security incident report to the Massachusetts Attorney General's office on April 4, 2025. The firm, which handles significant financial assets and client portfolios, stated it is currently investigating the details surrounding the event.

While the exact nature of the incident and the specific categories of information involved are still under review, such breaches at financial institutions often compromise personal information. The company's regulatory filing confirms that certain data may have been exposed due to this security lapse.

The compromise of personal information can lead to various forms of misuse. Affected individuals might face increased risks of fraud, identity theft, or unauthorized access to their accounts. The duration and extent of these risks depend on the nature of the exposed data.

Individuals who receive a notification from Davenport & Company LLC should take proactive steps to protect themselves. This includes carefully reviewing financial statements and credit reports for any suspicious activity.

It is also advisable to consider placing a fraud alert or security freeze on credit files to prevent unauthorized access to new credit. Remaining vigilant and reporting any unusual activity to financial institutions are crucial measures.

Questions about this case file

Where does the Davenport & Company LLC case file come from?: Every entry is taken from the breach report Davenport & Company LLC lodged with the Massachusetts Attorney General. Nothing here is estimated.
Why do the incident date and the report date differ?: Companies usually investigate before they report. The gap between the two dates shows how long that took.
What does the records-affected figure count?: It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.
Does this case file change over time?: Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

Massachusetts data breaches

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Timeline

Case facts

Case notes

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