All lobbying filings

MINDSET ADVOCACY, LLC

MINDSET ADVOCACY, LLC filed a Q3 report for LPL FINANCIAL LLC on October 20, 2026, reporting $60,000 in lobbying income.

Lobbying for LPL FINANCIAL LLC · â€‹Investment company

All filings by MINDSET ADVOCACY, LLC · Everything LPL FINANCIAL LLC has reported

Filing · LD-2 quarterly report Q3 report

Reporting period

3rd Quarter 2026

July 1 - Sep 30 · Posted Oct 20, 2026

Income

$60,000

What the client paid this registrant for the period.

Client based in

Massachusetts

Official filing document

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 4

Retirement

General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule; Trump accounts.

Taxation/Internal Revenue Code

General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.

Financial Institutions/Investments/Securities

General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.

Budget/Appropriations

Issues related to Section 199A.

Bills named in this filing 1

H.R. 2441
Improving Disclosure for Investors Act of 2025

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