HOLLAND & KNIGHT LLP

Lobbying for NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS · Trade Association

Filing 2nd Quarter - Report

Reporting period

2nd Quarter 2026

Apr 1 - June 30 · Posted Jul 17, 2026

Income

$20,000.00

What the client paid this registrant for the period.

Client based in

Illinois

Government bodies contacted 2

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Lobbying activity 1

Financial Institutions/Investments/Securities

Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.