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Reported covered position: Senior Counsel, House Financial Services Committee
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.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Proxy Voting Education FSOC Proposed Analytic Framework and Interpretive Guidance Tax Education Cross-Trading of Fixed Income Funds Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Public Country by Country Reporting (PCbCR) GROWTH Act Electronic Delivery Education Issues related to unclaimed property Issues related to the implementation of SECURE 2.0
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Source: Senate LDA
| NEW YORK LIFE INSURANCE COMPANY |
| 21 |
| 2021–2026 |
| AFLAC INC | 20 | 2021–2026 |
| ALLSTATE INSURANCE COMPANY | 20 | 2021–2026 |
| B.S.D. CAPITAL, INC. DBA LENDISTRY | 20 | 2022–2026 |
| EQUITABLE | 20 | 2021–2026 |
| INTERCONTINENTALEXCHANGE, INC. | 20 | 2021–2026 |
| KROLL BOND RATING AGENCY, INC. | 20 | 2021–2026 |
| NATIONWIDE INSURANCE | 20 | 2021–2026 |
| PRUDENTIAL FINANCIAL INC | 20 | 2021–2026 |
| Paxos Trust Company, LLC | 20 | 2022–2026 |
| STATE FARM INSURANCE COMPANIES | 20 | 2021–2026 |
| THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 20 | 2021–2026 |
| TIAA | 20 | 2021–2026 |
| WELLS FARGO & COMPANY | 20 | 2022–2026 |
| INVESCO LTD. | 19 | 2022–2026 |
| INVESTMENT ADVISER ASSOCIATION (IAA) | 19 | 2022–2026 |
| LPL FINANCIAL, LLC | 19 | 2022–2026 |
| PURPOSE FINANCIAL, INC. | 18 | 2021–2026 |
| PROTECTIVE LIFE CORPORATION | 17 | 2022–2026 |
| ZILLOW GROUP, INC. | 17 | 2022–2026 |
| THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES | 16 | 2022–2026 |
| THE GOLDMAN SACHS GROUP, INC. | 16 | 2023–2026 |
| AMERIPRISE FINANCIAL | 15 | 2023–2026 |
| HSBC TECHNOLOGY & SERVICES (USA) INC. | 15 | 2023–2026 |
| OTC MARKETS GROUP | 15 | 2023–2026 |
| STRIPE, INC. | 15 | 2023–2026 |
| INTUIT, INC. AND AFFILIATES | 14 | 2023–2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 2021–2024 |
| COURIER PLUS, INC. DBA DUTCHIE | 12 | 2022–2024 |
| SIXTH STREET PARTNERS, LLC | 12 | 2024–2026 |
| PAYCHEX, INC. | 11 | 2023–2026 |
| STELLAR DEVELOPMENT FOUNDATION | 11 | 2021–2024 |
| BILT TECHNOLOGIES, INC. | 10 | 2024–2026 |
| KEYCORP | 10 | 2024–2026 |
| ROCKET LIMITED PARTNERSHIP | 10 | 2024–2026 |
| STABLE VALUE INVESTMENT ASSOCIATION (SVIA) | 10 | 2024–2026 |
| ARCH CAPITAL GROUP (U.S.) INC. | 9 | 2024–2026 |
| PFS INVESTMENTS, INC. | 9 | 2021–2023 |
| Paradigm Operations LP | 9 | 2023–2024 |
| SOLANA FOUNDATION | 9 | 2023–2025 |
| LEDGER SAS | 8 | 2023–2024 |
| PONTERA, INC. | 8 | 2024–2026 |
| SOLO FUNDS | 8 | 2021–2023 |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 7 | 2025–2026 |
| COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 7 | 2025–2026 |
| NOMURA HOLDING AMERICA INC. | 7 | 2021–2023 |
| PRETIUM PARTNERS | 7 | 2022–2023 |
| READYCAP LENDING LLC | 7 | 2025–2026 |
| Regions Bank | 7 | 2025–2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) | 7 | 2025–2026 |
| AMERICAN INVESTMENT COUNCIL | 6 | 2023–2024 |
| PAYPAL, INC. | 6 | 2022–2023 |
| ROCK CENTRAL | 6 | 2023–2024 |
| SOFI TECHNOLOGIES, INC. | 6 | 2023–2024 |
| CELO FOUNDATION | 5 | 2022 |
| CLEANER ECONOMY COALITION, INC. | 5 | 2025–2026 |
| FAIR ISAAC CORPORATION (DBA FICO) | 5 | 2022–2023 |
| MIDFIRST BANK | 5 | 2023 |
| PLAID INC. | 5 | 2025–2026 |
| REMITLY | 5 | 2025–2026 |
| VESTWELL HOLDINGS, INC | 5 | 2025–2026 |
| ZESTFINANCE, INC. DBA ZEST AI | 5 | 2025–2026 |
| CEDAR INNOVATION FOUNDATION | 4 | 2023–2024 |
| CQ MEDICAL | 4 | 2025 |
| JANUARY TECHNOLOGIES, INC. | 4 | 2025–2026 |
| SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. | 4 | 2024 |
| TRUEHOLD | 4 | 2026 |
| BETTERMENT LLC | 3 | 2023 |
| THE AUTO CLUB GROUP | 3 | 2021–2022 |
| AMAZON WEB SERVICES | 2 | 2026 |
| LONDON STOCK EXCHANGE GROUP PLC | 2 | 2026 |
| MANUFACTURED HOUSING INSTITUTE | 2 | 2023 |
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Children's Saving Accounts/Trump accounts
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Financial Exploitation Prevention Act of 2025
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 2478
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Tax Relief for Fraud Victims Act
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 9500, tax incentives for financial planning
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
CMV–22 Reliability and Readiness Enhancement Act
Client: NATIONWIDE INSURANCE · Firm: MINDSET ADVOCACY, LLC
Retirement issues, Secure 2.0 implementation Issues related to implementation of reconciliation HIRE Act, S.2025
CMV–22 Reliability and Readiness Enhancement Act
Client: NATIONWIDE INSURANCE · Firm: MINDSET ADVOCACY, LLC
Retirement issues, Secure 2.0 implementation Issues related to implementation of reconciliation HIRE Act, S.2025
CMV–22 Reliability and Readiness Enhancement Act
Client: NATIONWIDE INSURANCE · Firm: MINDSET ADVOCACY, LLC
Retirement issues, Secure 2.0 implementation Issues related to implementation of reconciliation HIRE Act, S.2025
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Children's Saving Accounts/Trump accounts
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
CMV–22 Reliability and Readiness Enhancement Act
Client: NATIONWIDE INSURANCE · Firm: MINDSET ADVOCACY, LLC
Retirement issues, Secure 2.0 implementation Issues related to reconciliation HIRE Act, S.2025
CMV–22 Reliability and Readiness Enhancement Act
Client: NATIONWIDE INSURANCE · Firm: MINDSET ADVOCACY, LLC
Retirement issues, Secure 2.0 implementation Issues related to implementation of reconciliation HIRE Act, S.2025
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Small Business Technological Act of 2025
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 305 - Small Business Technology Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
National Defense Authorization Act for Fiscal Year 2025
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; S.4638, National Defense Authorization Act for Fiscal Year 2025; Protecting Consumers from Abusive Mortgage Leads Act
National Defense Authorization Act for Fiscal Year 2025
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; S.4638, National Defense Authorization Act for Fiscal Year 2025
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
ABLE Age Adjustment Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
ABLE Age Adjustment Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
HR 2954 - Securing a Strong Retirement Act. Issues related to S Con Res 14; HR 5376 Build Back Better. HR 6746 - The Lifetime Income for Employees Act (LIFE Act). S. 331 / HR 1219 ABLE Age Adjustment Act. S. 4353 - RISE & SHINE Act. S. 2452 - Encouraging Americans to Save Act. H.R.2617 - Consolidated Appropriations Act, 2023.
ABLE Age Adjustment Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - United States Innovation and Competition Act. HR 4521 - America COMPETES Act of 2022. Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act. S. 4241 - INDEX Act. S.331/H.R.1219 - ABLE Age Adjustment Act. S.4808 - EARN Act. H.R.2617 - Consolidated Appropriations Act, 2023.
ABLE Age Adjustment Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
ABLE Age Adjustment Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
ABLE Age Adjustment Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Consolidated Appropriations Act, 2023
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - United States Innovation and Competition Act. HR 4521 - America COMPETES Act of 2022. Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act. S. 4241 - INDEX Act. S.331/H.R.1219 - ABLE Age Adjustment Act. S.4808 - EARN Act. H.R.2617 - Consolidated Appropriations Act, 2023.
Consolidated Appropriations Act, 2023
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
HR 2954 - Securing a Strong Retirement Act. Issues related to S Con Res 14; HR 5376 Build Back Better. HR 6746 - The Lifetime Income for Employees Act (LIFE Act). S. 331 / HR 1219 ABLE Age Adjustment Act. S. 4353 - RISE & SHINE Act. S. 2452 - Encouraging Americans to Save Act. H.R.2617 - Consolidated Appropriations Act, 2023.
Securing a Strong Retirement Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Securing a Strong Retirement Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
HR 2954 - Securing a Strong Retirement Act. Issues related to S Con Res 14; HR 5376 Build Back Better. HR 6746 - The Lifetime Income for Employees Act (LIFE Act). S. 331 / HR 1219 ABLE Age Adjustment Act. S. 4353 - RISE & SHINE Act. S. 2452 - Encouraging Americans to Save Act. H.R.2617 - Consolidated Appropriations Act, 2023.
Securing a Strong Retirement Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Securing a Strong Retirement Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Securing a Strong Retirement Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Infrastructure Investment and Jobs Act
Client: STELLAR DEVELOPMENT FOUNDATION · Firm: MINDSET ADVOCACY, LLC
Tax provisions related to cryptocurrency in H.R.3684 - Infrastructure Investment and Jobs Act.
Infrastructure Investment and Jobs Act
Client: STELLAR DEVELOPMENT FOUNDATION · Firm: MINDSET ADVOCACY, LLC
Tax provisions related to cryptocurrency in H.R.3684 - Infrastructure Investment and Jobs Act.
Infrastructure Investment and Jobs Act
Client: STELLAR DEVELOPMENT FOUNDATION · Firm: MINDSET ADVOCACY, LLC
Tax provisions related to cryptocurrency in H.R.3684 - Infrastructure Investment and Jobs Act.
Comprehensive CREDIT Act of 2021
Client: FAIR ISAAC CORPORATION (DBA FICO) · Firm: MINDSET ADVOCACY, LLC
Implementation of S.2155, the "Economic Growth, Regulatory Relief and Consumer Protection Act." Comprehensive CREDIT Act of 2021 (H.R. 4120); HUD and GSE credit scoring and reporting issues. Issues related to credit scoring
Comprehensive CREDIT Act of 2021
Client: FAIR ISAAC CORPORATION (DBA FICO) · Firm: MINDSET ADVOCACY, LLC
Implementation of S.2155, the "Economic Growth, Regulatory Relief and Consumer Protection Act." Comprehensive CREDIT Act of 2021 (H.R. 4120); HUD and GSE credit scoring and reporting issues. Issues related to credit scoring
Comprehensive CREDIT Act of 2021
Client: FAIR ISAAC CORPORATION (DBA FICO) · Firm: MINDSET ADVOCACY, LLC
Implementation of S.2155, the "Economic Growth, Regulatory Relief and Consumer Protection Act." Comprehensive CREDIT Act of 2021 (H.R. 4120); HUD and GSE credit scoring and reporting issues. Issues related to credit scoring
United States Innovation and Competition Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
United States Innovation and Competition Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - United States Innovation and Competition Act. HR 4521 - America COMPETES Act of 2022. Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act. S. 4241 - INDEX Act. S.331/H.R.1219 - ABLE Age Adjustment Act. S.4808 - EARN Act. H.R.2617 - Consolidated Appropriations Act, 2023.
United States Innovation and Competition Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
United States Innovation and Competition Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
United States Innovation and Competition Act of 2021
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Inflation Reduction Act of 2022
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Inflation Reduction Act of 2022
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Inflation Reduction Act of 2022
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
HR 2954 - Securing a Strong Retirement Act. Issues related to S Con Res 14; HR 5376 Build Back Better. HR 6746 - The Lifetime Income for Employees Act (LIFE Act). S. 331 / HR 1219 ABLE Age Adjustment Act. S. 4353 - RISE & SHINE Act. S. 2452 - Encouraging Americans to Save Act. H.R.2617 - Consolidated Appropriations Act, 2023.
Rules Committee Print 117-18, H.R. 5376, Build Back Better Act, Section 31502, Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Inflation Reduction Act of 2022
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Inflation Reduction Act of 2022
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Lifetime Income For Employees Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
Lifetime Income For Employees Act
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
S 1260 - US Innovation and Competition Act HR 4521 - America COMPETES Act of 2022 Issues related to the FTCs proposed amendments to the premerger notification rules that implement the Hart-Scott-Rodino Antitrust Improvements Act S. 4241 - INDEX Act S.331/H.R.1219 - ABLE Age Adjustment Act S.4808 - EARN Act HR 2954 - Securing a Strong Retirement Act Issues related to S Con Res 14; HR 5376 Build Back Better HR 6746 - LIFE Act S. 331 / HR 1219 ABLE Age Adjustment Act S. 4353 - RISE & SHINE Act S. 2452 - Encouraging Americans to Save Act Issues related to 529 college savings plans Changes to the Hart Scott Rodino filing requirements and the impact for asset managem
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA ABLE accounts Savers Match
General retirement issues Trump accounts Trump IRA ABLE accounts Savers Match
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TRUEHOLD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
21st Century Road to Housing Legislation and Implementation
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STABLE VALUE INVESTMENT ASSOCIATION (SVIA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Use of stable value and retirement
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to small businesses
Issues related to private investment and private capital
Issues related to housing
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General Tax Reform; Issues related to implementation of OB3
Data privacy issues
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
REMITLY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
REGIONS BANK via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking issues and general financial regulation issues; interchange
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
READYCAP LENDING LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
SBA lending programs and oversight
SBA lending programs and oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
PURPOSE FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General consumer financial regulation issues
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in asset management
Issues related to federal involvement in insurance regulation
SECURE 2.0 Implementation General retirement issues
PROTECTIVE LIFE CORPORATION via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PONTERA, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking and securities issues that touch on Ponteras business
General banking and securities issues that touch on Ponteras business
General retirement issues that touch on Ponteras business
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
PLAID INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Privacy and Security.
Financial Services Data Network, CFPB Opening-Banking rule and data-broker rules. Payments fraud issues.
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
PAXOS TRUST COMPANY, LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to draft stablecoin legislation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax policy Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to AI and data privacy
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Retirement issues, Secure 2.0 implementation Issues related to implementation of reconciliation HIRE Act, S.2025
Issues relating to federal involvement in insurance regulation
Retirement issues, Secure 2.0 implementation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Issues related to implementation of reconciliation
Legislation related to reverse mortgages
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation ACRE Act Legislation impacting investment in single family rental
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
Issues related to Section 199A.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
LONDON STOCK EXCHANGE GROUP PLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to financial institution, investment, and securities regulation, digital assets and tokenization, AI, and markets legislation.
Regulation and legislation related to Banking issues, Bank Secrecy Act and Anti-Money Laundering, and AI.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Federal policy issues related to NRSROs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
KLARNA INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to BNPL legislation and regulation; Issues related to short-term credit regulation; Issues related to open banking legislation and regulation; Issues related to financial chartering legislation and regulation; Issues related to payments regulation.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
KEYCORP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to investment management Small Entity Act Digital assets and tokenization
Issues related to retirement security Issues related to implementation of OB3 GROWTH Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Trump accounts
Tax policy
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform; digital assets and tokenization
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERCONTINENTALEXCHANGE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Mortgage data and services
Federal Reserve Accounts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Policies and proposals impacting financial technology firms; 1033/open banking; Earned Wage Access Consumer Protection Act; PACE Act
Issues related to remittance tax and OB3 implementation
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
EQUITABLE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CLEANER ECONOMY COALITION, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Export import bank authorization
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Energy permitting reform
Energy permitting reform; Update on energy project development
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General retirement issues impacting personal finance
HR 2478
HR 9500, tax incentives for financial planning
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
ARCH CAPITAL GROUP (U.S.) INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Regulations and legislation impacting Housing Finance Market
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Ordinary treatment and other insurance related taxation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to appropriations
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax policy; Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AFLAC, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LONDON STOCK EXCHANGE GROUP PLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · RR
Issues related to financial institution, investment, and securities regulation, digital assets and tokenization, AI, and markets legislation, regulation and legislation related to Banking issues, Bank Secrecy Act and Anti-Money Laundering.
Issues related to financial institution, investment, and securities regulation, digital assets and tokenization, AI, and markets legislation, regulation and legislation related to Banking issues, Bank Secrecy Act and Anti-Money Laundering.
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General retirement issues Trump accounts Trump IRA
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TRUEHOLD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
21st Century Road to Housing Legislation and Implementation
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STABLE VALUE INVESTMENT ASSOCIATION (SVIA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Use of stable value and retirement
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to sports and entertainment
Issues related to private investment and private capital
Issues related to small businesses
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
General Tax Reform; Issues related to implementation of OB3
Data privacy issues
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
REMITLY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
REGIONS BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking issues and general financial regulation issues; interchange
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
READYCAP LENDING LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
SBA lending programs and oversight
SBA lending programs and oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
PURPOSE FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General consumer financial regulation issues
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in asset management
Issues related to federal involvement in insurance regulation
SECURE 2.0 Implementation General retirement issues
PROTECTIVE LIFE CORPORATION via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PONTERA, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking and securities issues that touch on Ponteras business
General retirement issues that touch on Ponteras business
General banking and securities issues that touch on Ponteras business
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
PLAID INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Privacy and Security.
Financial Services Data Network, CFPB Opening-Banking rule and data-broker rules. Payments fraud issues.
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
PAYCHEX, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · 2T
PEP issues General retirement issues SECURE 2.0 implementation
Small business retirement
SECURE 2.0 implementation eFile RISE Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PAXOS TRUST COMPANY, LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to draft stablecoin legislation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General tax policy Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to AI and data privacy
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Retirement issues, Secure 2.0 implementation
Retirement issues, Secure 2.0 implementation Issues related to implementation of reconciliation HIRE Act, S.2025
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Legislation related to reverse mortgages
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation ACRE Act Legislation impacting investment in single family rental
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule; Trump accounts.
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
Issues related to Section 199A.
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Federal policy issues related to NRSROs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
KLARNA INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to BNPL legislation and regulation; Issues related to short-term credit regulation; Issues related to open banking legislation and regulation; Issues related to financial chartering legislation and regulation; Issues related to payments regulation.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
KEYCORP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JANUARY TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Filing targets: Consumer Financial Protection Bureau (CFPB), Treasury, Dept of, White House Office
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to retirement security Issues related to implementation of OB3 GROWTH Act
Issues related to investment management Small Entity Act Digital assets and tokenization
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Trump accounts
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform; digital assets and tokenization
Tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERCONTINENTALEXCHANGE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Federal Reserve Accounts
Mortgage data and services
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Policies and proposals impacting financial technology firms; 1033/open banking; Earned Wage Access Consumer Protection Act; PACE Act
Issues related to remittance tax and OB3 implementation
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
EQUITABLE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CLEANER ECONOMY COALITION, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to international competitiveness, technological innovation, and the environment
Export import bank authorization
Issues related to international competitiveness, technological innovation, and the environment
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Energy permitting reform; Update on energy project development
Energy permitting reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
199A, tax incentives for financial planning
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Proxy Voting Education FSOC Proposed Analytic Framework and Interpretive Guidance Tax Education Cross-Trading of Fixed Income Funds Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Public Country by Country Reporting (PCbCR) GROWTH Act Electronic Delivery Education Issues related to unclaimed property Issues related to the implementation of SECURE 2.0
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
ARCH CAPITAL GROUP (U.S.) INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Regulations and legislation impacting Housing Finance Market
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Ordinary treatment and other insurance related taxation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
Issues related to sports and entertainment
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Secure Family Futures Act General tax reform issues Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule; Trump accounts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
Promote financial health and literacy for small businesses and consumers Support greater access to financial services and financial inclusion Promote payments infrastructure modernization and market competition
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
Filing targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
Promote financial health and literacy for small businesses and consumers Support greater access to financial services and financial inclusion Promote payments infrastructure modernization and market competition
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues related to housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Secure Family Futures Act General tax reform issues Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
Filing targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE