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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: CFG FINANCIAL SERVICES LLC (FORMERLY KNOWN AS BRUCE ROBERTS)
Firm Income Reported for This Client
$143K
Not substituted for client expenses
Summary
CFG FINANCIAL SERVICES LLC (FORMERLY KNOWN AS BRUCE ROBERTS) is an organization, based in NC. Its political footprint includes $143K in lobbying-firm income reported for this client. Lobbying activity focuses on Immigration, Disaster Planning/Emergencies, Financial Institutions/Investments/Securities. Political activity spans from 2024 to 2026.