2025 fourth_quarter Filing

Income

$80K

Filed

January 20, 2026

Lobbying Activities

Financial Institutions/Investments/SecuritiesView all

General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market

Contacted:HOUSE OF REPRESENTATIVES, SENATE

Taxation/Internal Revenue CodeView all

Educating members on tax treatment of municipal bonds

Contacted:HOUSE OF REPRESENTATIVES, SENATE

CHRIS BROWN

Senior Professional Staff, House Financial Services Committee

CHARLIE SCHREIBER

Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee

SCOTT SHEWCRAFT

Chief of Staff, Rep. Bill Foster

KATE BONNER