LPL FINANCIAL

LPL FINANCIAL filed a Q2 report for LPL FINANCIAL on July 21, 2025.

All filings by LPL FINANCIAL · Everything LPL FINANCIAL has reported

Amended

The filer submitted a later report covering this same period, so the amounts here have been replaced. Site totals count only the latest version. See the current filing, posted Mar 17, 2026.

Filing · LD-2 quarterly report Q2 report

Reporting period

2nd Quarter 2025

Apr 1 - June 30 · Posted Jul 21, 2025

Expenses

$470,000

What this organization spent lobbying with its own staff. Reported using the LDA's own definitions (method A): the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

Massachusetts

Official filing document

Lobbyists on this filing 3

CAMERON RICKER New on this filing

Previously held: Hearing clerk, Deputy Chief Clerk, Chief Clerk-The Senate Committee on Banking, Housing, and Urban Affairs
CAMERON CLARK New on this filing

Previously held: Hearing clerk, Deputy Chief Clerk, Chief Clerk-The Senate Committee on Banking, Housing, and Urban Affairs
CAMERON CLERK New on this filing

Previously held: Hearing clerk, Deputy Chief Clerk, Chief Clerk-The Senate Committee on Banking, Housing, and Urban Affairs

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 3

Retirement

General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025

Taxation/Internal Revenue Code

General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction.

Financial Institutions/Investments/Securities

General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025

Bills named in this filing 4

H.R. 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S. 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
H.R. 2441
Improving Disclosure for Investors Act of 2025
S. 1877
Improving Disclosure for Investors Act of 2025

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