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Case file: Atria Wealth Solutions

Every government filing on this incident, the dates as stated, and the days to notice against each state's statute. Built from the records on Nov 9, 2026, agency link on every row. Not legal advice.

Download as a Word documentAll filings by Atria Wealth Solutions

The incident

Breach window
Dec 3, 2019
Discovered
May 6, 2020, as stated in the California letter
State and federal records
2 filings, May 7, 2020
Residents counted
No state publishes a resident count for this incident
Everyone affected
11,046, as reported to Oregon DOJ on May 7, 2020
Information exposed
Financial / bank account, Email address
Offered to those affected
No monitoring offer found in the letters we read
Third party named
No
Days to notice
Within the statutory period in all 2 states that set one, counted from discovery to each state's first record

The letter: "However, the investigation confirmed that the information present in the impacted email account at the time of unauthorized access included your name and . -2838 May 6, 2020 2838 (Your code will not work after this date.) If you have que..."

Filings

AgencyRecord datePeopleIn totalDays to noticeLinks
Oregon
Oregon DOJ
May 7, 202011,046 (total)1 days, statute 45 days Record
California
California AG
May 7, 2020Not published1 days, statute 30 daysLetter Record

People is the count the filing gives, residents of the state unless marked total. Days to notice runs from the discovery date the letter states, or from the end of the breach window when no letter states one, to the date on the state's first record of the incident. "Over" marks a count past the days the state's statute allows for notice to residents. The statute's trigger is a question of fact, the days are arithmetic.

Notice timing, state by state

The statutes

Sources and method

Records as published by Oregon DOJ, California AG. Letter facts (discovery date, monitoring, third party) are read from the consumer letter the agency posted, 1 letter read for this incident, and quoted so you can check them. Texas and HHS publish no letters. First-seen times on each record page. Spot an error? Email support@breachtally.com with this page link.

The next state to file on Atria Wealth Solutions reaches subscribers within the hour, and the case file updates itself. Start a 14-day free trial.