Reported covered position: Chief of Staff, Maxine Waters; Special Assistant, Legislative Affairs, US Treasury; Member Services Director, Member Services Coordinator, Staff Assistant, 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.
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
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Source: Senate LDA
| RBC CAPITAL MARKETS, LLC |
| 4 |
| 2025–2026 |
| ARNALL GOLDEN GREGORY, LLP | 3 | 2026 |
| COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) | 3 | 2026 |
| FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) | 3 | 2026 |
| HSBC TECHNOLOGY & SERVICES (USA) INC. | 3 | 2026 |
| MUNICIPAL SECURITIES RULEMAKING BOARD | 3 | 2026 |
| STRIPE, INC. | 3 | 2026 |
| WELLS FARGO & COMPANY | 3 | 2026 |
| INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) | 2 | 2026 |
| KROLL BOND RATING AGENCY, INC. | 2 | 2026 |
| ZESTFINANCE, INC. DBA ZEST AI | 2 | 2025 |
| ADVANTAGE CAPITAL | 1 | 2026 |
| INVESCO LTD. | 1 | 2026 |
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
RBC CAPITAL MARKETS, LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to bank capital
Issues related to OB3 and OB3 implementation
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)
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
Tax treatment of municipal bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Banking issues
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
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues impacting shared home equity instruments
Issues impacting shared home equity instruments
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to electronic payments and interchange policy Bank partnership policy
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ADVANTAGE CAPITAL via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
NMTC; opportunity zones
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
ABIR via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Reinsurance
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration
Issues related to housing legislation and institutional investment
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
RBC CAPITAL MARKETS, LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to OB3 and OB3 implementation
Issues related to GSE reform
Issues related to bank capital
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)
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Educating members on tax treatment of municipal bonds
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Banking issues
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
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues impacting shared home equity instruments
Issues impacting shared home equity instruments
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to electronic payments and interchange policy Bank partnership policy
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, 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
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ABIR via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Reinsurance
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) via MINDSET ADVOCACY, LLC
2026 · second_quarter · RR
Issues impacting shared home equity instruments
Issues impacting shared home equity instruments
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
RBC CAPITAL MARKETS, LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to OB3 and OB3 implementation
Issues related to bank capital
Issues related to GSE reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
READYCAP LENDING LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
SBA lending programs and oversight
SBA lending programs and oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Educating members on tax treatment of municipal bonds
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
KLARNA INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
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
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform.
Tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Policies and proposals impacting financial technology firms; 1033/open banking
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
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Issues related to electronic payments and interchange policy Bank partnership policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ABIR via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Reinsurance
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ZESTFINANCE, INC. DBA ZEST AI via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
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: HOUSE OF REPRESENTATIVES, SENATE, White House Office
RBC CAPITAL MARKETS, LLC via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to OB3 and OB3 implementation
Issues related to bank capital
Issues related to GSE reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
READYCAP LENDING LLC via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
SBA lending programs and oversight
SBA lending programs and oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
KLARNA INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
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
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Policies and proposals impacting financial technology firms; 1033/open banking
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
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Issues related to electronic payments and interchange policy Bank partnership policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
ABIR via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Reinsurance
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KLARNA INC. via MINDSET ADVOCACY, LLC
2025 · 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), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Issues related to electronic payments and interchange policy Bank partnership policy
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
READYCAP LENDING LLC via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
SBA lending programs and oversight
SBA lending programs and oversight
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
ZESTFINANCE, INC. DBA ZEST AI via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
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: HOUSE OF REPRESENTATIVES, SENATE, White House Office
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2025 · 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
ABIR via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Reinsurance
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Housing, Liquidity, Tax Exempt Bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing, Liquidity, Tax Exempt Bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing, Liquidity, Tax Exempt Bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE