2nd Quarter - Amendment

MCALLISTER & QUINN, LLC for FINANCIAL PLANNING ASSOCIATION

Period 2nd Quarter 2023 Filed Sep 15, 2023 Signed by Angie Melton

Official filing
Firm
MCALLISTER & QUINN, LLC
Client
FINANCIAL PLANNING ASSOCIATION
Income
$20,000
Expenses
—

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.R. 1477 and S. 722, the Freedom to Invest in Tomorrow's Workforce Act; H.R. 500 and S. 1481, Financial Exploitation Act

LobbyistCovered position, as disclosed
CLAIRE KARTOZ New —
ANGELA B MELTON New —
SOPHIA VOMVORIS New —

Contacted: Securities & Exchange Commission (SEC); SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: S. 1481 (118th), H.R. 500 (118th), S. 722 (118th), H.R. 1477 (118th)

Taxation/Internal Revenue Code TAX

H.R. 1477 and S. 722, the Freedom to Invest in Tomorrow's Workforce Act; H.R. 500 and S. 1481, Financial Exploitation Act

LobbyistCovered position, as disclosed
CLAIRE KARTOZ New —
ANGELA B MELTON New —
SOPHIA VOMVORIS New —

Contacted: SENATE; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: S. 722 (118th), H.R. 1477 (118th), S. 1481 (118th), H.R. 500 (118th)

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.