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All lobbying filings

LPL FINANCIAL

Lobbying for LPL FINANCIAL

 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 2nd Quarter - Report
Reporting period
2nd Quarter 2025
Apr 1 - June 30 · Posted Jul 21, 2025
Expenses
$470,000.00
What this organization spent lobbying with its own staff. Reported using 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
  • HOUSE OF REPRESENTATIVES
  • SENATE

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

 Bills named in this filing 4
  • HR 1013
    Retirement Fairness for Charities and Educational Institutions Act of 2025
  • S 424
    Retirement Fairness for Charities and Educational Institutions Act of 2025
  • HR 2441
    Improving Disclosure for Investors Act of 2025
  • S 1877
    Improving Disclosure for Investors Act of 2025
 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

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

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