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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.
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals. CARES Act (S. 3548 & H.R. 748).
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
TIAA via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Source: Senate LDA
| NEW YORK LIFE INSURANCE COMPANY |
| 4 |
| 2019–2020 |
| PRUDENTIAL FINANCIAL INC | 4 | 2019–2020 |
| QUICKEN LOANS | 4 | 2019–2020 |
| STATE FARM INSURANCE COMPANIES | 4 | 2019–2020 |
| THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 4 | 2019–2020 |
| TIAA | 4 | 2019–2020 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 2019–2020 |
| AFLAC INC | 3 | 2019–2020 |
| ZILLOW GROUP, INC. | 3 | 2019–2020 |
| MUTUAL OF OMAHA INSURANCE COMPANY | 1 | 2020 |
| NATIONWIDE INSURANCE | 1 | 2020 |
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, Issues related to the CARES Act (S. 3548 & H.R. 748)
Legislation affecting the regulation of private equity; Dodd-Frank Act; CARES Act (S. 3548 & H.R. 748)
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals. CARES Act (S. 3548 & H.R. 748).
Legislation affecting the regulation of private equity; Dodd-Frank Act; CARES Act (S. 3548 & H.R. 748)
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, Issues related to the CARES Act (S. 3548 & H.R. 748)
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Carried Interest Fairness Act of 2019
Client: AMERICAN INVESTMENT COUNCIL · Firm: MINDSET ADVOCACY, LLC
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues relating to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
AFLAC, INC. via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Legislation affecting the regulation of private equity; Dodd-Frank Act
Legislation affecting the regulation of private equity; Dodd-Frank Act; CARES Act (S. 3548 & H.R. 748)
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
QUICKEN LOANS via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Data privacy issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2020 · first_quarter · 1A
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.
General interest in retirement issues.
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 the Tax Cuts and Jobs Act, Section 199-A.
EQUITABLE via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice. Diverse Investment Advisor Act.
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals. CARES Act (S. 3548 & H.R. 748).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2020 · first_quarter · Q1
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, Issues related to the CARES Act (S. 3548 & H.R. 748)
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
QUICKEN LOANS via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Data privacy issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
INVESCO LTD via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals. Issues related to Federal Home Loan Bank (FHLB) membership eligibility.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Legislation affecting the regulation of private equity; Dodd-Frank Act
Legislation affecting the regulation of private equity; Dodd-Frank Act
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ASSOCIATION FOR CORPORATE GROWTH, INC. via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · 4T
Legislation affecting regulation of middle market investment advisers; SEC oversight of private equity fund advisers
Legislation affecting regulation of middle market investment advisers
Legislation affecting middle market business interests
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy.
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
TIAA via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
EQUITABLE via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2019 · fourth_quarter · RR
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; mortgage policy.
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; mortgage policy.
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; mortgage policy.
AFLAC, INC. via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
QUICKEN LOANS via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Data privacy issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Legislation affecting the regulation of private equity; Dodd-Frank Act
Legislation affecting the regulation of private equity; Dodd-Frank Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
ASSOCIATION FOR CORPORATE GROWTH, INC. via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Legislation affecting regulation of middle market investment advisers
Legislation affecting middle market business interests
Legislation affecting regulation of middle market investment advisers; SEC oversight of private equity fund advisers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Secure Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
TIAA via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
EQUITABLE via MINDSET ADVOCACY, LLC
2019 · third_quarter · Q3
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Legislation affecting the regulation of private equity; Dodd-Frank Act
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Legislation affecting the regulation of private equity; Dodd-Frank Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
TIAA via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
EQUITABLE via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AFLAC, INC. via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Issues related to federal involvement in insurance regulation; cybersecurity and data privacy issues
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Secure Act, Tax policy
SEC Reg. Best Interest
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
QUICKEN LOANS via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Data privacy issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ASSOCIATION FOR CORPORATE GROWTH, INC. via MINDSET ADVOCACY, LLC
2019 · second_quarter · Q2
Ensuring appropriate regulation of middle market investment advisers
Protecting middle market business interests
Ensuring appropriate regulation of middle market investment advisers; SEC oversight of private equity fund advisers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via MINDSET ADVOCACY, LLC
2019 · first_quarter · 1A
Legislation affecting the regulation of private equity; Dodd-Frank Act
Legislation affecting the regulation of private equity; Dodd-Frank Act
Provisions related to the tax treatment of private equity, Proposals to alter the tax treatment of carried interest capital gains, including H.R. 1735, S.781, Carried Interest Fairness Act of 2019
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2019 · first_quarter · 1A
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
ASSOCIATION FOR CORPORATE GROWTH, INC. via MINDSET ADVOCACY, LLC
2019 · first_quarter · Q1
Ensuring appropriate regulation of middle market investment advisers
Protecting middle market business interests
Ensuring appropriate regulation of middle market investment advisers; SEC oversight of private equity fund advisers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2019 · first_quarter · 1A
Matters pertaining to ETF regulation; SEC Reg. Best Interest
Tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE