All lobbying filings

MINDSET ADVOCACY, LLC

MINDSET ADVOCACY, LLC filed a Q4 report for LPL FINANCIAL LLC on February 5, 2026, reporting $60,000 in lobbying income.

Lobbying for LPL FINANCIAL LLC · â€‹Investment company

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

Filing · LD-2 quarterly report Q4 report

Reporting period

4th Quarter 2025

Oct 1 - Dec 31 · Posted Feb 5, 2026

Income

$60,000

What the client paid this registrant for the period.

Client based in

Massachusetts

Official filing document

Lobbyists on this filing 5

KENDRA KOSKO ISAACSON

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
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
ZACHARY K OSTRO

Previously held: Legislative Director, Rep. Robin Kelly
WILLIAM CAMPBELL KING MUELLER

Previously held: Deputy Assistant Secretary, Banking and Finance

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

Retirement

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

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.

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.

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.