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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

  1. 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

On September 22, 2025, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group jointly filed a data breach notification with regulators in New Hampshire. This filing formally acknowledges a security incident that led to the exposure of personal information.

Details regarding the specific nature of the breach, such as the method of compromise or the exact timeline, have not been publicly specified in the available records. The companies have indicated that an investigation into the incident is ongoing to determine its complete scope and impact.

While the precise categories of personal information involved have not been disclosed, the filing confirms that some of the information held by the companies was exposed. The general term 'personal information' covers a broad range of data that can identify an individual.

The number of individuals potentially affected by this incident has not been released in public filings. Companies typically provide direct notification to those whose information was specifically compromised, detailing the nature of the exposed data and offering guidance.

For individuals who receive a notification letter from Kestra Investment Services, Kestra Advisory Services, or Davis Advisory Group, it is important to carefully read the document. Follow any recommendations provided, such as reviewing account statements or monitoring credit reports for unusual activity.

Consider placing a fraud alert or security freeze on your credit reports with the three major credit bureaus. Regularly changing passwords for online accounts and enabling multi-factor authentication where available are also generally recommended security practices following any potential data exposure.

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.

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New Hampshire data breaches

Filing source: New Hampshire Attorney General