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All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for LPL FINANCIAL LLC · ​Investment company

 Filing 1st Quarter - Report
1st Quarter (Jan 1 - Mar 31) 2025 · Massachusetts · House · Senate · $60,000.00 income · posted Apr 21, 2025

Official filing document

 Lobbying activity 3
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 the Tax Cuts and Jobs Act, Section 199-A.

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. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. Electronic delivery.

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

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