Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach

Clerk's notes

On September 22, 2025, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group formally notified New Hampshire authorities about a data security incident. The filing acknowledges that an unauthorized event may have compromised the personal information of certain individuals associated with these entities.

The specific nature of the breach and the types of personal information potentially involved are currently under review. At this stage, the incident is being investigated to determine the full impact and the parties affected. Individuals who received a direct notification letter should understand this filing concerns their information.

For anyone who has been notified about this incident, it is crucial to remain alert. Vigilance includes carefully monitoring your accounts for any suspicious transactions and reviewing credit reports for unfamiliar activity. Be wary of unexpected communications that ask for personal details, as these could be phishing attempts related to the breach.

Responding to a data breach notification can be a source of concern and confusion. If you received a letter from Kestra Investment Services, Kestra Advisory Services, or Davis Advisory Group concerning this incident, it signifies that your data was potentially involved. Understanding your individual circumstances and any available recourse is a critical next step.

To ascertain your specific situation and potential options in light of this reported data incident, you may wish to consider a professional evaluation. A free case review can help clarify your eligibility and any steps you might take.

If a notification letter about this breach reached you, see every NH data breach on file or browse all cases.