Reported covered position: Legislative Assistant, House Financial Services Committee (February 2017-October 2018); Staff Assistant, House Financial Services Committee (October 2015-February 2017)
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Digital Asset Market Clarity Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill) and regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025 as well as in S.3755, Digital Commodity Intermediaries Act.
Digital Asset Market Clarity Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2026 · third_quarter · Q3
Issues related to Securities and Exchange Commission proposals affecting capital markets, including equities, options, fixed income, and derivatives (no bill); Commodity Futures Trading Commission regulation of derivatives markets (no bill); the Digital Asset Market Clarity Act of 2025; S.3755; and the Digital Commodity Intermediaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Source: Senate LDA
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill) and regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025 as well as in S.3755, Digital Commodity Intermediaries Act.
Digital Commodity Intermediaries Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill) and regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025 as well as in S.3755, Digital Commodity Intermediaries Act.
Digital Commodity Intermediaries Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities and Exchange Commission proposals affecting capital markets, including equities, options, fixed income, and derivatives (no bill); Commodity Futures Trading Commission regulation of derivatives markets (no bill); the Digital Asset Market Clarity Act of 2025; S.3755; and the Digital Commodity Intermediaries Act.
Digital Commodity Intermediaries Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill) and regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025 as well as in S.3755, Digital Commodity Intermediaries Act.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Legislative and regulatory services regarding tax treatment of investment partnerships and financial products, including H.R. 1, 2025 Budget Reconciliation Act.
Digital Asset Market Clarity Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill); issues related to regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025.
Digital Asset Market Clarity Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill); issues related to regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025.
Digital Asset Market Clarity Act
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to the regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025.
Consolidated Appropriations Act, 2023
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
H.R. 2617, Consolidated Appropriations Act of 2023 (issues related to tax treatment of financial products; research and development tax credit); IRS Oversight
Digital Commodities Consumer Protection Act of 2022
Client: CITADEL ENTERPRISE AMERICAS SERVICES LLC · Firm: CITADEL ENTERPRISE AMERICAS SERVICES LLC
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill); S. 4760, The Digital Commodities Consumer Protection Act of 2022
2026 · second_quarter · Q2
Issues related to the Securities and Exchange Commission in Financial Services and General Government Appropriations
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill) and regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025 as well as in S.3755, Digital Commodity Intermediaries Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2026 · first_quarter · Q1
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill) and regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025 as well as in S.3755, Digital Commodity Intermediaries Act.
Issues related to the Securities and Exchange Commission in Financial Services and General Government Appropriations
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2025 · fourth_quarter · Q4
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill); issues related to regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2025 · third_quarter · Q3
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, options, fixed income, and derivatives markets (no bill); issues related to regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2025 · second_quarter · Q2
Issues related to the regulation of digital assets and digital asset trading venues in H.R. 3633, Digital Asset Market Clarity Act of 2025.
Legislative and regulatory services regarding tax treatment of investment partnerships and financial products, including H.R. 1, 2025 Budget Reconciliation Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2025 · first_quarter · Q1
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill)
Issues related to tax treatment of investment partnerships and financial products (no bill)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2024 · fourth_quarter · Q4
Issues related to the Tax Cuts and Jobs Act of 2017
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2024 · third_quarter · Q3
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2024 · second_quarter · Q2
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2024 · first_quarter · Q1
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill)
IRS Oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2023 · fourth_quarter · Q4
IRS Oversight
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2023 · third_quarter · Q3
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill)
Regulatory issues related to international tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2023 · second_quarter · Q2
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill)
IRS Oversight; Regulatory issues related to international tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2023 · first_quarter · Q1
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill); Digital Commodities Consumer Protection Act (not reintroduced)
IRS Oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CITADEL ENTERPRISE AMERICAS SERVICES LLC via CITADEL ENTERPRISE AMERICAS SERVICES LLC
2022 · fourth_quarter · Q4
H.R. 2617, Consolidated Appropriations Act of 2023 (issues related to tax treatment of financial products; research and development tax credit); IRS Oversight
Issues related to Securities & Exchange Commission proposals involving capital markets, including equities, fixed income, and derivatives markets (no bill); S. 4760, The Digital Commodities Consumer Protection Act of 2022
Filing targets: HOUSE OF REPRESENTATIVES, SENATE