All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) · Financial services association

Filing 3rd Quarter - Report

Reporting period

3rd Quarter 2025

July 1 - Sep 30 · Posted Oct 20, 2025

Income

$50,000.00

What the client paid this registrant for the period.

Client based in

District of Columbia

Official filing document

Lobbyists on this filing 5

CHRIS BROWN

Previously held: Senior Professional Staff, House Financial Services Committee
KENDRA KOSKO ISAACSON

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
REBECCA ALCORN

Previously held: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
KATHERINE BONNER New on this filing

Previously held: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley
WILLIAM CAMPBELL KING MUELLER

Previously held: Deputy Assistant Secretary, Banking and Finance

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 4

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Securities & Exchange Commission (SEC)
SENATE

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

Lobbying activity 3

Financial Institutions/Investments/Securities

Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration

Retirement

Fiduciary rule and legislation, defined contribution retirement plans

Taxation/Internal Revenue Code

Sec. 1031, Sec. 199A, Opportunity Zones, issues related to reconciliation

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