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All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for LPL FINANCIAL LLC · ​Investment company

 Filing 2nd Quarter - Report
2nd Quarter (Apr 1 - June 30) 2026 · Massachusetts · House · Senate · $60,000.00 income · posted Jul 20, 2026

Official filing document

 Bills named in this filing 1
  • HR 2441
    Improving Disclosure for Investors Act of 2025
 Lobbying activity 4
Financial Institutions/Investments/Securities

General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.

Budget/Appropriations

Issues related to Section 199A.

Retirement

General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule; Trump accounts.

Taxation/Internal Revenue Code

General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.

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