All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) · Financial services association

Filing 4th Quarter - Report

Reporting period

4th Quarter 2025

Oct 1 - Dec 31 · Posted Jan 20, 2026

Income

$50,000.00

What the client paid this registrant for the period.

Client based in

District of Columbia

Official filing document

Lobbyists on this filing 4

CHRIS BROWN

Previously held: Senior Professional Staff, House Financial Services Committee
KENDRA KOSKO ISAACSON

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
WILLIAM CAMPBELL KING MUELLER

Previously held: Deputy Assistant Secretary, Banking and Finance
KATHERINE BONNER

Previously held: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley

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 4

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Securities & Exchange Commission (SEC)
SENATE

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

Lobbying activity 3

Taxation/Internal Revenue Code

Sec. 1031, Sec. 199A, Opportunity Zones, issues related to implementation of reconciliation

Financial Institutions/Investments/Securities

Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration

Retirement

Fiduciary rule and legislation, defined contribution retirement plans

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