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Reported covered position: Senior Legislative Assistant, Rep. Earl Pomeroy
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.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees. H.R.3684 - Infrastructure Investment and Jobs Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees. H.R.3684 - Infrastructure Investment and Jobs Act.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2023 · second_quarter · Q2
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and Medigap plans
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2023 · second_quarter · Q2
Source: Senate LDA
| NATIONWIDE INSURANCE |
| 38 |
| 2013–2022 |
| NEW YORK LIFE INSURANCE COMPANY | 38 | 2013–2022 |
| PRUDENTIAL FINANCIAL INC | 38 | 2013–2022 |
| STATE FARM INSURANCE COMPANIES | 38 | 2013–2022 |
| ARCH CAPITAL GROUP (U.S.) INC. | 37 | 2014–2022 |
| THE GOLDMAN SACHS GROUP, INC. | 37 | 2015–2023 |
| ALLSTATE INSURANCE COMPANY | 36 | 2014–2022 |
| THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 36 | 2014–2022 |
| CONTINENTAL CASUALTY COMPANY | 34 | 2013–2022 |
| KROLL BOND RATING AGENCY, INC. | 34 | 2014–2022 |
| PWC US GROUP LLP | 34 | 2013–2022 |
| LPL FINANCIAL, LLC | 28 | 2016–2022 |
| EQUITABLE | 25 | 2017–2022 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 22 | 2018–2022 |
| CITIGROUP WASHINGTON, INC. | 18 | 2016–2019 |
| INVESCO LTD. | 18 | 2018–2022 |
| QUINN EMANUEL URQUHART & SULLIVAN LLP ON BEHALF OF COFINA SENIORS COALITION | 18 | 2016–2019 |
| INTERCONTINENTALEXCHANGE, INC. | 15 | 2016–2020 |
| QUICKEN LOANS | 13 | 2018–2021 |
| ZILLOW GROUP, INC. | 13 | 2019–2022 |
| AMERIPRISE FINANCIAL | 12 | 2019–2022 |
| CITIGROUP MANAGEMENT CORP | 10 | 2013–2018 |
| BARCLAYS US GPF INC. | 9 | 2021–2022 |
| ASSOCIATION FOR CORPORATE GROWTH, INC. | 8 | 2016–2018 |
| ABIR | 7 | 2021–2022 |
| MUNICIPAL SECURITIES RULEMAKING BOARD | 7 | 2022–2023 |
| COMMERCIAL REAL ESTATE EXCHANGE, INC. | 6 | 2022 |
| PASS USMCA COALITION | 6 | 2019 |
| B.S.D. CAPITAL, INC. DBA LENDISTRY | 5 | 2020–2021 |
| PRETIUM PARTNERS | 5 | 2022 |
| ROCK CENTRAL | 5 | 2021 |
| THE AUTO CLUB GROUP | 5 | 2021–2022 |
| INVESTMENT ADVISER ASSOCIATION (IAA) | 4 | 2021–2022 |
| TRANSAMERICA COMPANIES | 4 | 2014 |
| B. RILEY FINANCIAL, INC. | 3 | 2020 |
| SOLO FUNDS | 3 | 2021 |
| CORELOGIC DBA COTALITY (FKA CORELOGIC) | 2 | 2022 |
| WELLS FARGO & COMPANY | 2 | 2017 |
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees. H.R.3684 - Infrastructure Investment and Jobs Act.
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.
H.R. 7194 / S.3889, the Employee Rights Act, provisions related to employment relations, Sec. 202.
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
H.R. 7194 / S.3889, the Employee Rights Act, provisions related to employment relations, Sec. 202.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. H.R. 1319 (P.L. 117-2) the American Rescue Plan Act of 2021. Issues related to interchange fees.
American Rescue Plan Act of 2021
Client: CONTINENTAL CASUALTY COMPANY · Firm: MINDSET ADVOCACY, LLC
American Rescue Plan Act of 2021 (H.R. 1319)
American Rescue Plan Act of 2021
Client: CONTINENTAL CASUALTY COMPANY · Firm: MINDSET ADVOCACY, LLC
American Rescue Plan Act of 2021 (H.R. 1319)
American Rescue Plan Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
Public Law No: 117-2, The American Rescue Plan Act of 2021, retirement provisions related to helping middle-income families become financially secure. H.R. 1319, the American Rescue Plan Act of 2021, Sec. 9709, provisions related to retirement distributions. U.S. Department of Labor (DOL) final rule Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees (R1N 1210--ZA29).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. H.R. 1319 (P.L. 117-2) the American Rescue Plan Act of 2021.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. H.R. 1319 (P.L. 117-2) the American Rescue Plan Act of 2021. Issues related to interchange fees.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, provisions related to promoting workers entrepreneurial freedom (Sec. 101 & 104). H.R. 1523/S.526, the Modern Worker Empowerment Act.
Information Transparency & Personal Data Control Act
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 1816, the Information Transparency and Personal Data Control Act.
Information Transparency & Personal Data Control Act
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 1816, the Information Transparency and Personal Data Control Act.
Information Transparency & Personal Data Control Act
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 1816, the Information Transparency and Personal Data Control Act.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
Securing a Strong Retirement Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 2954, the Securing A Strong Retirement Act of 2021, provisions related to IRA contribution limits; provisions related to the delivery of account statements. U.S. Department of Labor (DOL) final rule Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees (RIN 1210--ZA29).
Securing a Strong Retirement Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 2954, the Securing A Strong Retirement Act of 2021, provisions related to IRA contribution limits; provisions related to the delivery of account statements. U.S. Department of Labor (DOL) final rule Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees (RIN 1210--ZA29).
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees. H.R.3684 - Infrastructure Investment and Jobs Act.
Energy and Water Development and Related Agencies Appropriations Act, 2022
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
Energy and Water Development and Related Agencies Appropriations Act, 2022
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
Rules Committee Print 117-18, H.R. 5376, Build Back Better Act, Section 31502, Federal Trade Commission, preventing unfair or deceptive trade practices.
H.R.5376, the Build Back Better Act, Title XIII - Committee on Ways and Means, Subtitle B - Retirement, SEC. 131101, Tax Imposed on Employers Failing to Maintain or Facilitate Automatic Contribution Plan or Arrangement, provisions related to Automatic IRA option and SIMPLE IRA option.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301)
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, provisions related to promoting workers entrepreneurial freedom (Sec. 101 & 104). H.R. 1523/S.526, the Modern Worker Empowerment Act.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Permanently Preserving America’s Investment in Manufacturing Act
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
Permanently Preserving America’s Investment in Manufacturing Act
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
Access Technology Affordability Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Access Technology Affordability Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Access Technology Affordability Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, provisions related to promoting workers entrepreneurial freedom (Sec. 101 & 104). H.R. 1523/S.526, the Modern Worker Empowerment Act.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Protecting the Right to Organize Act of 2021
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, provisions related to promoting workers entrepreneurial freedom (Sec. 101 & 104). H.R. 1523/S.526, the Modern Worker Empowerment Act.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031.
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031.
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R.___, To provide for reconciliation pursuant to title II of S. Con. Res. 14, Title XIII - Committee on Ways and Means, Subtitle B - Retirement, SEC. 131101, Tax Imposed on Employers Failing to Maintain or Facilitate Automatic Contribution Plan or Arrangement, provisions related to Automatic IRA option and SIMPLE IRA option.
Emergency Housing Protections and Relief Act of 2020
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Emergency Housing Protections and Relief Act of 2020
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Emergency Housing Protections and Relief Act of 2020
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Emergency Housing Protections and Relief Act of 2020
Client: QUICKEN LOANS · Firm: MINDSET ADVOCACY, LLC
Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301)
Emergency Housing Protections and Relief Act of 2020
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Emergency Housing Protections and Relief Act of 2020
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Emergency Housing Protections and Relief Act of 2020
Client: ROCK CENTRAL · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations. Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301). Beneficial ownership.
Implementation of H.R. 1, Tax Cuts & Jobs Act (P.L. 115-97)
Implementation of H.R. 1, Tax Cuts & Jobs Act (P.L. 115-97)
Implementation of H.R. 1, Tax Cuts & Jobs Act (P.L. 115-97)
Implementation of H.R. 1, Tax Cuts & Jobs Act (P.L. 115-97)
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. CARES Act (S.3548 & H.R. 748), implementation of P.L. 116-136. H.R. 133 - The Coronavirus Response and Relief Supplemental Appropriations Act. (Public Law 116-260).
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 Sec. 401, Modification of Required Distribution rules for designated beneficiaries. Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act; Sec. 2202-2203, provisions related to retirement accounts.
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019, Sec. 401, Modification of Required Distribution rules for designated beneficiaries; Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act, Sec. 2202-2203, provisions related to retirement accounts; DOL RIN 1210-AB96, Conflict of Interest Rule-Retirement Investment Advice: Notice of Court Vacatur; DOL RIN 2020-14261, Improving Investment Advice for Workers & Retirees.
Protecting the Right to Organize Act of 2019
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 2474 (S.1306), Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)); S. 4738 (H.R. 8375), Worker Flexibility and Small Business Protection Act; Department of Labor notice of proposed rulemaking on Independent Contractor Status under the Fair Labor Standards Act (RIN 1235-AA34).
Protecting the Right to Organize Act of 2019
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 2474 (S.1306), Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)); S. 4738 (H.R. 8375), Worker Flexibility and Small Business Protection Act; Department of Labor notice of proposed rulemaking on Independent Contractor Status under the Fair Labor Standards Act (RIN 1235-AA34).
Protecting the Right to Organize Act of 2019
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 2474, Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)). Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act; Sec. 2202-2203, Sec. 1102, the Paycheck Protection Program; Secs.2102 & 2104, provisions relating to unemployment benefits; other provisions related to employee and worker benefits. Public Law No: 116-127, the Families First Coronavirus Response Act; Sec. 3102, Amendments to the Family and Medical Leave Act of 1993; Sec. 5102, Paid Sick Time Requirement; other provisions related to paid sick and paid family & medical leave programs.
Protecting the Right to Organize Act of 2019
Client: PFS INVESTMENTS, INC. · Firm: MINDSET ADVOCACY, LLC
H.R. 2474, Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)); Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act, Sec. 2202-2203, Sec. 1102, the Paycheck Protection Program, Secs.2102 & 2104, provisions relating to unemployment benefits, and other provisions related to employee and worker benefits; Public Law No: 116-127, the Families First Coronavirus Response Act, Sec. 3102, Amendments to the Family and Medical Leave Act of 1993; Sec. 5102, Paid Sick Time Requirement; other provisions related to paid sick and paid family & medical leave programs; DOL RIN: 1235-AA34, Independent Contractor Status Under the Fair Labor Standards Act.
PCAOB Whistleblower Protection Act of 2019
Client: PWC US GROUP LLP · Firm: MINDSET ADVOCACY, LLC
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; Independence of accounting standard setting; PCAOB disciplinary proceedings, PCAOB Enforcement Transparency Act of 2019, S. 1256 draft, House bill; Implementation of John S. McCain National Defense Authorization Act for Fiscal Year 2019, Public Law 115-222 (provisions related to contractor disclosures); National Defense Authorization Act for Fiscal Year 2020 (provisions related to contractor disclosures); PCAOB Whistleblower Protection Act of 2019, H.R. 3625, CARES Act (S.3548 & H.R. 748)
PCAOB Whistleblower Protection Act of 2019
Client: PWC US GROUP LLP · Firm: MINDSET ADVOCACY, LLC
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; Independence of accounting standard setting; National Defense Authorization Act for Fiscal Year 2020 (provisions related to contractor disclosures); PCAOB Whistleblower Protection Act of 2019, H.R. 3625; Holding Foreign Companies Accountable Act, HR 7000
PCAOB Whistleblower Protection Act of 2019
Client: PWC US GROUP LLP · Firm: MINDSET ADVOCACY, LLC
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; Independence of accounting standard setting; PCAOB disciplinary proceedings, PCAOB Enforcement Transparency Act of 2019, S. 1256 draft, House bill; Implementation of John S. McCain National Defense Authorization Act for Fiscal Year 2019, Public Law 115-222 (provisions related to contractor disclosures); National Defense Authorization Act for Fiscal Year 2020 (provisions related to contractor disclosures); PCAOB Whistleblower Protection Act of 2019, H.R. 3625, CARES Act (S.3548 & H.R. 748); Holding Foreign Companies Accountable Act, HR 7000
PCAOB Whistleblower Protection Act of 2019
Client: PWC US GROUP LLP · Firm: MINDSET ADVOCACY, LLC
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; Independence of accounting standard setting; PCAOB disciplinary proceedings, PCAOB Enforcement Transparency Act of 2019, S. 1256 draft, House bill; Implementation of John S. McCain National Defense Authorization Act for Fiscal Year 2019, Public Law 115-222 (provisions related to contractor disclosures); National Defense Authorization Act for Fiscal Year 2020 (provisions related to contractor disclosures); PCAOB Whistleblower Protection Act of 2019, H.R. 3625, CARES Act (S.3548 & H.R. 748); Holding Foreign Companies Accountable Act, S. 945
Data privacy issues; HEROES Act (H.R. 6800 and 8406); Emergency Housing Protections and Relief Act of 2020 (H.R. 7301)
Uniform Treatment of NRSROs Act
Client: KROLL BOND RATING AGENCY, INC. · Firm: MINDSET ADVOCACY, LLC
Treatment of credit rating agencies in Federal Reserve emergency credit facilities (H.R. 6934); other federal policy issues related to NRSROs.
Uniform Treatment of NRSROs Act
Client: KROLL BOND RATING AGENCY, INC. · Firm: MINDSET ADVOCACY, LLC
Treatment of credit rating agencies in Federal Reserve emergency credit facilities (H.R. 6934); other federal policy issues related to NRSROs.
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2023 · second_quarter · Q2
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2023 · first_quarter · Q1
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and Medigap plans
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2023 · first_quarter · Q1
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2023 · first_quarter · Q1
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2022 · first_quarter · 1A
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VISA USA, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · 2A
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees. H.R.3684 - Infrastructure Investment and Jobs Act.
Issues related to cybersecurity
General Tax Issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
BARCLAYS US GPF INC. via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
General banking and capital markets issues, data security
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFLAC, INC. via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
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 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.
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Banking issues affecting insurance savings and loan holding companies
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PRETIUM PARTNERS via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EQUITABLE via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to Secure Act
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TIAA via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; and Independence of accounting standard setting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Issues related to the application of Exchange Act Rule 15c2-11 to fixed income markets
Issues related to financial institutions' historical practices
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
Federal policy issues related to NRSROs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ABIR via MINDSET ADVOCACY, LLC
2022 · fourth_quarter · Q4
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
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 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.
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BARCLAYS US GPF INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
General banking and capital markets issues, data security
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02)
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
PRETIUM PARTNERS via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ARCH CAPITAL GROUP (U.S.) INC. via MINDSET ADVOCACY, LLC
2022 · 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), SENATE, Treasury, Dept of
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFLAC, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; and Independence of accounting standard setting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to Secure Act
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EQUITABLE via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Banking issues affecting insurance savings and loan holding companies
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to the application of Exchange Act Rule 15c2-11 to fixed income markets
Issues related to financial institutions' historical practices
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CORELOGIC DBA COTALITY (FKA CORELOGIC) via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Implementation of the executive order on climate change; pre-disaster mitigation and resiliency efforts.
Collateral evaluation and mortgage appraisal modernization; natural disaster risk
Collateral evaluation and mortgage appraisal modernization; natural disaster risk
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TIAA via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Federal policy issues related to NRSROs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
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
CONTINENTAL CASUALTY COMPANY via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
Matters related to ratings of insurance investment portfolios
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ABIR via MINDSET ADVOCACY, LLC
2022 · third_quarter · Q3
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CORELOGIC DBA COTALITY (FKA CORELOGIC) via MINDSET ADVOCACY, LLC
2022 · third_quarter · RR
Collateral evaluation and mortgage appraisal modernization; natural disaster risk;pre-disaster mitigation and resiliency efforts. Implementation of the executive order on climate change.
Collateral evaluation and mortgage appraisal modernization; natural disaster risk;pre-disaster mitigation and resiliency efforts. Implementation of the executive order on climate change.
Collateral evaluation and mortgage appraisal modernization; natural disaster risk;pre-disaster mitigation and resiliency efforts. Implementation of the executive order on climate change.
PRETIUM PARTNERS via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRETIUM PARTNERS via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE AUTO CLUB GROUP via MINDSET ADVOCACY, LLC
2022 · first_quarter · 1T
Issues relating to regulation of savings and loan holding companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRETIUM PARTNERS via MINDSET ADVOCACY, LLC
2022 · first_quarter · RR
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
Matters related to rental housing and affordable housing
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02)
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.
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFLAC, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BARCLAYS US GPF INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
General banking and capital markets issues, data security
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to financial institutions historical practices
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to Secure Act
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Federal data privacy and data security proposals.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ARCH CAPITAL GROUP (U.S.) INC. via MINDSET ADVOCACY, LLC
2022 · 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, Treasury, Dept of
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · second_quarter · 2A
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; and Independence of accounting standard setting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Banking issues affecting insurance savings and loan holding companies
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2022 · 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
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
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
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
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.
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.
EQUITABLE via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ABIR via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
General tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
VISA USA, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Issues related to cybersecurity
General Tax Issues
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees. H.R.3684 - Infrastructure Investment and Jobs Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Federal policy issues related to NRSROs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
CONTINENTAL CASUALTY COMPANY via MINDSET ADVOCACY, LLC
2022 · second_quarter · Q2
Matters related to ratings of insurance investment portfolios
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2022 · first_quarter · RR
Policy Issues related to commercial real estate
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Federal Trade Commission File Number R111003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
H.R. 7194 / S.3889, the Employee Rights Act, provisions related to employment relations, Sec. 202.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Support for continued investor protections under Sarbanes-Oxley; Issues impacting the accounting and auditing profession; and Independence of accounting standard setting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE AUTO CLUB GROUP via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Issues relating to regulation of savings and loan holding companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFLAC, INC. via MINDSET ADVOCACY, LLC
2022 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in retirement issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in retirement issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in retirement issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE