Lobbying activity

Q2

MINDSET ADVOCACY, LLC for NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP)

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate

Health Issues, Retirement, Taxation/Internal Revenue Code

View → Q2

MINDSET ADVOCACY, LLC for METROPOLITAN LIFE INSURANCE COMPANY

2nd Quarter (Apr 1 - June 30) 2025 · New York · House · Senate · $60,000.00 income

Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

View → Q2

SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION for SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate

Banking, Commodities (big ticket), Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code

View → Q2

MINDSET ADVOCACY, LLC for INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA)

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

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MINDSET ADVOCACY, LLC for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate · $50,000.00 income

Retirement, Taxation/Internal Revenue Code

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THE ERISA INDUSTRY COMMITTEE for ERISA INDUSTRY COMMITTEE

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate

Health Issues, Retirement, Taxation/Internal Revenue Code

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INSURED RETIREMENT INSTITUTE for INSURED RETIREMENT INSTITUTE

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate

Insurance, Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

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NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) for NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)

2nd Quarter (Apr 1 - June 30) 2025 · Virginia · House · Senate

Health Issues, Retirement, Taxation/Internal Revenue Code, Budget/Appropriations

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T. ROWE PRICE GROUP, INC. for T. ROWE PRICE GROUP, INC.

2nd Quarter (Apr 1 - June 30) 2025 · Maryland · House · Senate

Financial Institutions/Investments/Securities, Retirement

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CAPITOL COUNSEL LLC for FRANKLIN TEMPLETON FUNDS

2nd Quarter (Apr 1 - June 30) 2025 · California · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

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MISSY EDWARDS STRATEGIES, LLC for NCCMP

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate

Retirement

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INVARIANT LLC for THE VANGUARD GROUP, INC.

2nd Quarter (Apr 1 - June 30) 2025 · Pennsylvania · House · Senate · $80,000.00 income

Financial Institutions/Investments/Securities, Retirement

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THE PETRIZZO GROUP, INC. for BLACKROCK FUND SERVICES GROUP, LLC

2nd Quarter (Apr 1 - June 30) 2025 · New York · House · Senate · $45,000.00 income

Banking, Financial Institutions/Investments/Securities, Retirement

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THORN RUN PARTNERS for PRUDENTIAL FINANCIAL, INC.

2nd Quarter (Apr 1 - June 30) 2025 · New Jersey · House · Senate · $30,000.00 income

Taxation/Internal Revenue Code, Retirement

View → Q2

MARK REY for NATIONAL OLDER WORKERS CAREER CENTER

2nd Quarter (Apr 1 - June 30) 2025 · VI · House · Senate · $6,000.00 income

Retirement

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CHARTWELL STRATEGY GROUP LLC for GREAT GRAY TRUST COMPANY, LLC

2nd Quarter (Apr 1 - June 30) 2025 · Massachusetts · House · Senate · $60,000.00 income

Retirement

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DAVIS & HARMAN LLP for MISSIONSQUARE RETIREMENT

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate · $30,000.00 income

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

View → Q2

DAVIS & HARMAN LLP for RETIREMENT INDUSTRY TRUST ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2025 · Florida · House · Senate

Retirement, Taxation/Internal Revenue Code

View → Q2

DAVIS & HARMAN LLP for SPARK INSTITUTE

2nd Quarter (Apr 1 - June 30) 2025 · Connecticut · House · Senate

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

View → Q2

DAVIS & HARMAN LLP for MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

2nd Quarter (Apr 1 - June 30) 2025 · Massachusetts · House · Senate

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

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DAVIS & HARMAN LLP for INSPIRA FINANCIAL

2nd Quarter (Apr 1 - June 30) 2025 · Illinois · House · Senate

Retirement, Taxation/Internal Revenue Code

View → Q2

CHARTWELL STRATEGY GROUP LLC for EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY)

2nd Quarter (Apr 1 - June 30) 2025 · Colorado · House · Senate · $30,000.00 income

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

View → Q2

ALLIANCE FOR RETIRED AMERICANS for ALLIANCE FOR RETIRED AMERICANS

2nd Quarter (Apr 1 - June 30) 2025 · District of Columbia · House · Senate

Health Issues, Medicare/Medicaid, Retirement, Taxation/Internal Revenue Code

View → Q2

DAVIS & HARMAN LLP for VANGUARD GROUP

2nd Quarter (Apr 1 - June 30) 2025 · Pennsylvania · House · Senate · $10,000.00 income

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

View → Q2

INVARIANT LLC for COREBRIDGE FINANCIAL, INC. AND AFFILIATES

2nd Quarter (Apr 1 - June 30) 2025 · Texas · House · Senate · $50,000.00 income

Insurance, Taxation/Internal Revenue Code, Retirement

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