2025 first_quarter Filing
Q1Income
$40K
Filed
April 17, 2025
Lobbying Activities
Taxation/Internal Revenue CodeView all
Issues related to the insurance industry, the tax treatment of insurance products and general corporate tax policies.
Contacted:HOUSE OF REPRESENTATIVES, SENATE
RetirementView all
Issues related to retirement security and the Department of Labor Fiduciary Duty rule.
Contacted:HOUSE OF REPRESENTATIVES, SENATE
Computer IndustryView all
Monitor proposals around AI & privacy regulation related to financial services.
Lobbyists (6)
BRUCE MEHLMAN
SAGE EASTMAN
PAUL THORNELL
STEPHEN M. COTE