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Reported covered position: Hearing clerk, Deputy Chief Clerk, Chief Clerk-The Senate Committee on Banking, Housing, and Urban Affairs
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.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
LPL FINANCIAL via LPL FINANCIAL
2026 · third_quarter · Q3
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees. General issues related to 529 plan usage
Source: Senate LDA
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Generating Retirement Ownership through Long-Term Holding
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Generating Retirement Ownership through Long-Term Holding
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Generating Retirement Ownership through Long-Term Holding
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: LPL FINANCIAL · Firm: LPL FINANCIAL
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
Preserving independent contractor status
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL via LPL FINANCIAL
2026 · second_quarter · Q2
Preserving independent contractor status
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees. General issues related to 529 plan usage
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL via LPL FINANCIAL
2026 · first_quarter · Q1
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees.
Preserving independent contractor status
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL via LPL FINANCIAL
2025 · second_quarter · 2A
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction.
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL via LPL FINANCIAL
2025 · fourth_quarter · Q4
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees.
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
Preserving independent contractor status
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL via LPL FINANCIAL
2025 · third_quarter · Q3
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees.
LPL FINANCIAL via LPL FINANCIAL
2025 · second_quarter · 2A
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction.
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025
LPL FINANCIAL via LPL FINANCIAL
2025 · second_quarter · Q2
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE