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.
Small Business Regulatory Flexibility Improvements Act of 2015
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Abuse
Small Business Regulatory Flexibility Improvements Act of 2015
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2015 · third_quarter · Q3
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Abuse
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
Source: Senate LDA
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); U4 Disclosures and background checks; Third party RIA Exams; FINRA CARDS
Small Business Regulatory Flexibility Improvements Act of 2015
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; FINRA Arbitration; FINRA Electronic Continuing Education Delivery; FINRA Compensation Disclosure Proposal; FINRA CARDS Proposal
To amend the Internal Revenue Code of 1986 to improve 529 plans.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Abuse
To amend the Internal Revenue Code of 1986 to improve 529 plans.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); U4 Disclosures and background checks; Third party RIA Exams; FINRA CARDS
To amend the Internal Revenue Code of 1986 to improve 529 plans.
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; FINRA Arbitration; FINRA Electronic Continuing Education Delivery; FINRA Compensation Disclosure Proposal; FINRA CARDS Proposal
FAA Extension, Safety, and Security Act of 2016
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Abuse
FAA Extension, Safety, and Security Act of 2016
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); U4 Disclosures and background checks; Third party RIA Exams; FINRA CARDS
FAA Extension, Safety, and Security Act of 2016
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; FINRA Arbitration; FINRA Electronic Continuing Education Delivery; FINRA Compensation Disclosure Proposal; FINRA CARDS Proposal
2015 · second_quarter · Q2
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; FINRA Arbitration; FINRA Electronic Continuing Education Delivery; FINRA Compensation Disclosure Proposal; FINRA CARDS Proposal
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2015 · first_quarter · Q1
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); U4 Disclosures and background checks; Third party RIA Exams; FINRA CARDS
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), White House Office