2025 third_quarter Filing
Q3Expenses
$510K
Method: A
Filed
October 20, 2025
Lobbying Activities (3)
Retirement
View allGeneral 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
HOUSE OF REPRESENTATIVESSENATE
Taxation/Internal Revenue Code
View allGeneral 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.
SENATEHOUSE OF REPRESENTATIVES
Financial Institutions/Investments/Securities
View allGeneral interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule
HOUSE OF REPRESENTATIVESSENATE
Lobbyists (3)
MARY KATE CLEMENT
THOMAS GANNON
CAMERON RICKER