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All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for LPL FINANCIAL LLC · ​Investment company

 Filing 3rd Quarter - Report
Reporting period
3rd Quarter 2025
July 1 - Sep 30 · Posted Oct 20, 2025
Income
$60,000.00
What the client paid this registrant for the period.
Client based in
Massachusetts

Official filing document

 Lobbyists on this filing 5
  • LANGSTON EMERSON
    Previously held: Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick
  • CHARLIE SCHREIBER
    Previously held: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
  • ZACHARY K OSTRO
    Previously held: Legislative Director, Rep. Robin Kelly
  • KENDRA KOSKO ISAACSON
    Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • 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 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 1
  • HR 2441
    Improving Disclosure for Investors Act of 2025
 Lobbying activity 3
Retirement

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

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 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. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. 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.

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