MINDSET ADVOCACY, LLC for LPL FINANCIAL LLC
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule.
| Lobbyist | Covered position, as disclosed |
|---|---|
| LANGSTON EMERSON | Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick |
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray |
| ZACHARY K OSTRO | Legislative Director, Rep. Robin Kelly |
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee |
Taxation/Internal Revenue Code TAX
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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| LANGSTON EMERSON | Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick |
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray |
| ZACHARY K OSTRO | Legislative Director, Rep. Robin Kelly |
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee |
Financial Institutions/Investments/Securities FIN
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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| LANGSTON EMERSON | Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick |
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray |
| ZACHARY K OSTRO | Legislative Director, Rep. Robin Kelly |
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee |
Budget/Appropriations BUD
Issues related to Section 199A.
| Lobbyist | Covered position, as disclosed |
|---|---|
| LANGSTON EMERSON | Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick |
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray |
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee |
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.