2nd Quarter - Report

K&L GATES, LLP for EDELMAN FINANCIAL ENGINES F/K/A FINANCIAL ENGINES

Period 2nd Quarter 2015 Filed Jul 20, 2015 Signed by Daniel F. C. Crowley, Partner

Official filing
Firm
K&L GATES, LLP
Client
EDELMAN FINANCIAL ENGINES F/K/A FINANCIAL ENGINES
Income
$50,000
Expenses
—

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Policy issues relating to investment advice and retirement security (no specific bill).

LobbyistCovered position, as disclosed
DANIEL F. C. CROWLEY —
ANDRES GIL —
KARISHMA SHAH PAGE —
STEVEN RICHARDS VALENTINE —

Contacted: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

Taxation/Internal Revenue Code TAX

Policy issues relating to investment advice and retirement security (no specific bill).

LobbyistCovered position, as disclosed
DANIEL F. C. CROWLEY —
ANDRES GIL —
KARISHMA SHAH PAGE —
STEVEN RICHARDS VALENTINE —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Retirement RET

Policy issues relating to investment advice and retirement security (no specific bill).

LobbyistCovered position, as disclosed
DANIEL F. C. CROWLEY —
ANDRES GIL —
KARISHMA SHAH PAGE —
STEVEN RICHARDS VALENTINE —

Contacted: Securities & Exchange Commission (SEC); SENATE; HOUSE OF REPRESENTATIVES

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.