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All lobbying filings

MINDSET ADVOCACY, LLC

MINDSET ADVOCACY, LLC filed a Q2 report for LPL FINANCIAL LLC on July 20, 2026, reporting $60,000 in lobbying income.

Lobbying for LPL FINANCIAL LLC · ​Investment company

All filings by MINDSET ADVOCACY, LLC · Everything LPL FINANCIAL LLC has reported

 Filing · LD-2 quarterly report Q2 report
Reporting period
2nd Quarter 2026
Apr 1 - June 30 · Posted Jul 20, 2026
Income
$60,000
What the client paid this registrant for the period.
Client based in
Massachusetts

Official filing document

 Lobbyists on this filing 4
  • ZACHARY K OSTRO
    Previously held: Legislative Director, Rep. Robin Kelly
  • LANGSTON EMERSON
    Previously held: Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick
  • CHARLIE SCHREIBER
    Previously held: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
  • KENDRA KOSKO ISAACSON
    Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

 Government bodies contacted 2

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

 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.

 Bills named in this filing 1
  • H.R. 2441
    Improving Disclosure for Investors Act of 2025

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

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