Filing · LD-2 quarterly report
Q3 report
Reporting period
3rd Quarter 2026
July 1 - Sep 30 · Posted Oct 20, 2026
Income
$20,000
What the client paid this registrant for the period.
Client based in
Massachusetts
Lobbyists on this filing
1
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GEOFFREY P GRAYPreviously held: Sr. Prof. Staff, US Senate Banking Committee
Government bodies contacted
5
Lobbying activity
1
General issues related to the regulation of the securities industry, retirement reform, cybersecurity, privacy, and e-commerce. Specific issues included: draft privacy and data security proposals, issues related to preemption, functional regulation, and data aggregators; cryptocurrency market structure legislative proposals (the "Clarity" Act), issues impacting issuers, custody, and financial markets; OCC draft regulations related to stablecoin issuers; proposals related to eDelivery for securities disclosures; CFPB regulatory issues, including section 1033 of the Dodd-Frank Act; and tax issues, including the Growth Act.