Case file: EP Wealth Advisors, LLC
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.
The incident
- Breach window
- Feb 2, 2026
- Discovered
- No discovery date stated in the letters we read
- State and federal records
- 4 filings, Mar 6, 2026 to Mar 23, 2026
- Residents counted
- 2,946 in 2 states (TX, MA), latest filing per state
- Everyone affected
- 53,952, as reported to Texas AG on Mar 23, 2026
- Information exposed
- Social Security number, Postal address, Financial / bank account, Driver's license / state ID, Date of birth, Phone number
- Offered to those affected
- No monitoring offer found in the letters we read
- Third party named
- No
Filings
| Agency | Record date | People | In total | Days to notice | Links |
|---|---|---|---|---|---|
| Texas Texas AG | Mar 23, 2026 | 1,579 | 53,952 | 49 days from breach end, statute 60 days | Record |
| Massachusetts Massachusetts OCABR | Mar 21, 2026 | 1,367 | No dates to count between | Record | |
| Oregon Oregon DOJ | Mar 6, 2026 | 47,043 (total) | 32 days from breach end, statute 45 days | Record | |
| California California AG | Mar 6, 2026 | Not published | 32 days from breach end, statute 30 days | Letter 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
- 49 days from the end of the breach window (Feb 2, 2026, no discovery date in the letter) to the Texas record (Mar 23, 2026). Statute: 60 days from determination that the breach occurred (Tex. Bus. & Com. Code § 521.053).
- 32 days from the end of the breach window (Feb 2, 2026, no discovery date in the letter) to the Oregon record (Mar 6, 2026). Statute: 45 days from discovery or notification of the breach (ORS 646A.604).
- 32 days from the end of the breach window (Feb 2, 2026, no discovery date in the letter) to the California record (Mar 6, 2026). Statute: 30 days from discovery or notification of the breach (Cal. Civ. Code § 1798.82).
The statutes
- Texas: 60 days to notify residents from determination that the breach occurred, Tex. Bus. & Com. Code § 521.053. Attorney General within 30 days of determination when 250 or more Texas residents are affected.
- Massachusetts: no fixed period to notify residents from knowledge or reason to know of the breach, Mass. Gen. Laws ch. 93H, § 3. Attorney General and OCABR as soon as practicable and without unreasonable delay, every breach.
- Oregon: 45 days to notify residents from discovery or notification of the breach, ORS 646A.604. Attorney General when more than 250 Oregon residents are affected, with the consumer notice.
- California: 30 days to notify residents from discovery or notification of the breach, Cal. Civ. Code § 1798.82. Sample notice to the Attorney General when more than 500 Californians are notified, within 15 days of the consumer notice (effective 2026).
Sources and method
Records as published by Texas AG, Massachusetts OCABR, 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.