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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 (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule; 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 Financial Abuse, Senior Safe Act of 2016; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Regulatory Relief Act
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
2018 · second_quarter · 2A
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2018 · third_quarter · Q3
Source: Senate LDA
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act
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; AbusePay to Play; Third Party Examinations; Commission Payouts
Small Business Regulatory Flexibility Improvements Act of 2015
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act; Regulatory Relief Act
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 (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule; 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 Financial Abuse, Senior Safe Act of 2016; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Regulatory Relief Act
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 (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act
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; AbusePay to Play; Third Party Examinations; Commission Payouts
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 (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act; Regulatory Relief Act
FAA Extension, Safety, and Security Act of 2016
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule; 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 Financial Abuse, Senior Safe Act of 2016; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Regulatory Relief Act
FAA Extension, Safety, and Security Act of 2016
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act
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; AbusePay to Play; Third Party Examinations; Commission Payouts
FAA Extension, Safety, and Security Act of 2016
Client: FINANCIAL SERVICES INSTITUTE · Firm: FINANCIAL SERVICES INSTITUTE
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act; Regulatory Relief Act
DOL Fiduciary Rule, SEC Best Interest Standard
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2018 · second_quarter · Q2
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2018 · first_quarter · Q1
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2017 · fourth_quarter · Q4
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2017 · third_quarter · 3A
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2017 · third_quarter · Q3
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2017 · second_quarter · Q2
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2017 · first_quarter · Q1
DOL Fiduciary Rule
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2016 · fourth_quarter · Q4
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule; 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 Financial Abuse, Senior Safe Act of 2016; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Regulatory Relief Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2016 · third_quarter · Q3
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act; Regulatory Relief Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
FINANCIAL SERVICES INSTITUTE via FINANCIAL SERVICES INSTITUTE
2016 · second_quarter · Q2
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); 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 Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act
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
2016 · 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); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder; AbusePay to Play; Third Party Examinations; Commission Payouts
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office