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Lobbying Income
—
Filings
74
Unique Clients
1
Active Period
2011–2026
Registrant-reported income from clients on LDA filings
Largest clients by registrant-reported income
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
Modern Worker Empowerment Act
2026 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: —
Matched citations: HR 1319
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: —
Matched citations: HR 2089
Financial Exploitation Prevention Act of 2025
2026 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: —
Matched citations: HR 2478
Clarity for Compensation Act
2026 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: —
Matched citations: HR 7187
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: —
Matched citations: S 1839
Modern Worker Empowerment Act
2026 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: —
Matched citations: S2228
Modern Worker Empowerment Act
2026 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 1319
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 2089
Financial Exploitation Prevention Act of 2025
2026 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 2478
Clarity for Compensation Act
2026 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 7187
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: S 1839
Modern Worker Empowerment Act
2026 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: S2228
Modern Worker Empowerment Act
2026 · first_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 1319
Generating Retirement Ownership through Long-Term Holding
2026 · first_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 2089
Financial Exploitation Prevention Act of 2025
2026 · first_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 2478
Clarity for Compensation Act
2026 · first_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: HR 7187
Generating Retirement Ownership through Long-Term Holding
2026 · first_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: S 1839
Modern Worker Empowerment Act
2026 · first_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: —
Matched citations: S2228
Modern Worker Empowerment Act
2025 · fourth_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $303,300 · Firm income: —
Matched citations: HR 1319
Financial Exploitation Prevention Act of 2025
2025 · fourth_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $303,300 · Firm income: —
Matched citations: HR 2478
Modern Worker Empowerment Act
2025 · fourth_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478, S2228); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $303,300 · Firm income: —
Matched citations: S2228
Modern Worker Empowerment Act
2025 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $259,934 · Firm income: —
Matched citations: HR 1319
Financial Exploitation Prevention Act of 2025
2025 · third_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $259,934 · Firm income: —
Matched citations: HR 2478
Modern Worker Empowerment Act
2025 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $259,934 · Firm income: —
Matched citations: HR 1319
Financial Exploitation Prevention Act of 2025
2025 · second_quarter · Client: FINANCIAL SERVICES INSTITUTE
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices; the Financial Exploitation Prevention Act (HR 2478); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $259,934 · Firm income: —
Matched citations: HR 2478
Source: Senate LDA