Kestra Investment Services & Davis Group Data Breach Response

Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group, all financial services firms, recently informed the New Hampshire Attorney General about a data security incident. This report, filed on September 22, 2025, indicates that an unauthorized event may have affected the personal information they held.

If you have received a notification letter from Kestra or Davis Advisory Group, it signifies that your data was likely involved in this breach. These letters are sent to alert individuals whose sensitive personal information, entrusted to the firms for managing wealth and investments, may have been accessed without authorization.

The specific nature of the data involved has not been publicly detailed. However, financial services firms typically handle a wide array of personal information. The exposure of such data could potentially lead to various risks, including identity theft or fraud, making it important to act cautiously.

Your first step should be to carefully read the notification letter for any specific guidance or services offered by Kestra or Davis Advisory Group, such as credit monitoring. Even if these are provided, consider placing a fraud alert on your credit reports with the three major credit bureaus.

Regularly review all your financial statements and credit reports for any unusual activity or unauthorized transactions. If you spot anything suspicious, report it immediately to the financial institution and consider freezing your credit as an additional protective measure.

Understanding the full implications of a data breach can be complex. If you have concerns about the exposure of your personal information or want to explore your options, you might consider a free case review. This can help you understand what this specific breach might mean for your situation.