| Year | Firm | Client | Income | Doc |
|---|---|---|---|---|
| 2026 1st Quarter - Report |
MINDSET ADVOCACY, LLC | CONTINENTAL CASUALTY COMPANY | $60,000 | |
| 2026 1st Quarter - Report |
MINDSET ADVOCACY, LLC | BARCLAYS US GPF INC. | $50,000 | |
| 2026 1st Quarter - Report |
MINDSET ADVOCACY, LLC | AMAZON WEB SERVICES | $50,000 | |
| 2026 Registration |
MINDSET ADVOCACY, LLC | SH ADVISORS, LLC DBA SITUS HAWK | — | |
| 2025 4th Quarter - Report |
MINDSET ADVOCACY, LLC | VISA USA, INC. | $60,000 | |
| 2025 4th Quarter - Report |
MINDSET ADVOCACY, LLC | WELLS FARGO & COMPANY | $50,000 | |
| 2025 4th Quarter - Report |
MINDSET ADVOCACY, LLC | VESTWELL HOLDINGS, INC | $20,000 | |
| 2025 4th Quarter - Report |
MINDSET ADVOCACY, LLC | STABLE VALUE INVESTMENT ASSOCIATION (SVIA) | — | |
| 2025 4th Quarter - Report |
MINDSET ADVOCACY, LLC | RBC CAPITAL MARKETS, LLC | $60,000 | |
| 2025 4th Quarter - Report |
MINDSET ADVOCACY, LLC | REMITLY | $60,000 |