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: Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Data Breach

This file collects the dated facts on record for the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group incident. The state report is dated September 22, 2025.

Timeline

September 22, 2025Report filed in New HampshireDate the notice was lodged with the New Hampshire Attorney General.

Case facts

Filing state: New Hampshire
Date reported: September 22, 2025
Receiving office: New Hampshire Attorney General

Case notes

Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group formally notified the New Hampshire Attorney General on September 22, 2025, regarding an unspecified data security incident. The joint filing indicates that an investigation into the nature and scope of this event is currently underway, with details emerging from the notification process.

While the specific categories of information involved in this incident have not been detailed in the public record, individuals who received an official data breach notification letter from these firms are considered potentially affected. Financial services companies like Kestra typically manage a broad range of highly sensitive personal information for their clients to facilitate wealth management, investment advisory, and financial planning solutions.

Receiving a notification letter means that your personal information maintained by these firms may have been accessed without authorization. Recipients are advised to carefully review their financial statements, credit reports, and any other relevant accounts for suspicious activity. It is also prudent to remain vigilant against unsolicited communications, such as emails or phone calls, that may attempt to gather additional personal data.

This information is based on the official data breach report submitted to the New Hampshire Attorney General's office. This platform serves to document such public filings and provide plain-language explanations of their contents.

Questions about this case file

Where does the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group case file come from?: Every entry is taken from the breach report Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group lodged with the New Hampshire 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.

New Hampshire data breaches

Named in the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group breach?

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How this case file was put together

This case file follows the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group breach step by step, from when the incident happened to when it was filed with the New Hampshire Attorney General. Each date and figure in the timeline is taken from that filing, and the file is updated if a later filing changes them. DataBreachCaseFile.com keeps the record; it does not give legal advice or represent anyone.

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Is your letter part of this case file?

This file tracks the dates and filings in the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group breach, not individual letters. To have your own notice looked at, Data Breach Legal Team (a separate site) reviews breach letters for free.

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Timeline

Case facts

Case notes

Questions about this case file

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