O'ROURKE & NAPPI, LLP for BRIGHTHOUSE SERVICES, LLC
A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.
Versions of this report
Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.
| Filing | Filed | Amount | Counted |
|---|---|---|---|
| 3rd Quarter - Report (this page) | Oct 20, 2020 | $30,000 | Replaced |
| 3rd Quarter - Termination | Jan 20, 2021 | $30,000 | Yes |
What was lobbied
5 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRISTOPHER MATTHIESEN | — |
| DOUGLAS NAPPI | — |
| JOHN T. O'ROURKE | — |
Banking BAN
Issues related to cannabis banking.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRISTOPHER MATTHIESEN | — |
| DOUGLAS NAPPI | — |
| JOHN T. O'ROURKE | — |
Taxation/Internal Revenue Code TAX
Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRISTOPHER MATTHIESEN | — |
| DOUGLAS NAPPI | — |
| JOHN T. O'ROURKE | — |
Retirement RET
Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRISTOPHER MATTHIESEN | — |
| DOUGLAS NAPPI | — |
| JOHN T. O'ROURKE | — |
Insurance INS
Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.
| Lobbyist | Covered position, as disclosed |
|---|---|
| CHRISTOPHER MATTHIESEN | — |
| DOUGLAS NAPPI | — |
| JOHN T. O'ROURKE | — |
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.