Loading…
SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Also known as: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC., CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Client-Reported Lobbying Expenses
$937K
75 filings
Firm Income Reported for This Client
$2.3M
Not substituted for client expenses
Summary
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. is an organization, based in DC. Its political footprint includes $937K in client-reported lobbying expenses, $2.3 million in lobbying-firm income reported for this client. Lobbying activity focuses on Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code, Labor Issues/Antitrust/Workplace. Political activity spans from 2009 to 2026.
These are different money flows and are not added together: contributions and lobbying expenses flow out, while contract awards flow to the organization.
Activity data: Senate LDA