Regulator-posted notice

Breach notice filed by Milestones Financial Planning, LLC dba Fox & Company Wealth Management (May 2020)

Organization named: Milestones Financial Planning, LLC dba Fox & Company Wealth Management Provisional: identity as filed, not yet matched to the directory

What the sources say

Indiana data breach year-to-date reports Primary notice

Listed in the Indiana Attorney General's data breach report for 2020 with a notification date of May 27, 2020.

Organization as reported: Milestones Financial Planning, LLC dba Fox & Company Wealth Management
Incident dates as reported: March 5, 2020
Notification date: May 27, 2020
Observed by BreachRecords: 2026-10-19 04:58 UTC (revision 33837, pdf:2020:page:20:row:647)
Archived copy: Held in the private archive (provenance)

The listing records a filing with the agency; it is not a finding by the agency.

Figures, per source

276 individuals affected (total reported), according to the Indiana Attorney General's data breach reports, source date May 27, 2020, revision observed 2026-10-19.

Each figure is one source's figure with the basis that source gave. Figures from different sources are shown side by side and are not added, averaged or chosen between.

Timeline

Source dates are the dates the sources give. Observation dates are when BreachRecords recorded each revision.

2020-05-27Notification date (Indiana Attorney General)
2026-10-19Observed by BreachRecords (revision 33837)
2026-10-21Approved by a reviewer

Organizations linked by a reviewer

Milestones Financial Planning, LLC dba Fox & Company Wealth Management Named as the filer Provisional: identity as filed, not yet matched to the directory Linked 2026-10-19, method provisional.

Archived evidence

e948535de34306493474598ab63f5d5d4e3b58c8c8c37a69f4b1e1bc7a7a0de1
application/pdf, 149,901 bytes, retrieved from Indiana Attorney General, 2026-10-19 04:58 UTC. Archived privately · Provenance · Source page

Records reflect source filings as of the dates shown. BreachRecords is not a regulator.

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