1st Quarter - Report — ALLON ADVOCACY, LLC (D/B/A ALLON ADVISO… for YODLEE INC. (2026)

Firm

ALLON ADVOCACY, LLC (D/B/A ALLON ADVISORS)

Client

YODLEE INC.

Income

$60,000

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

Access to consumer permissioned financial electronic records; third-party bank vendor risk management guidance; implementation of open finance regime in the U.S.

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman
REBECCA MULHOLLAND New	—

Contacted: Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Consumer Financial Protection Bureau (CFPB); Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; SENATE

Computer Industry CPI

Data security and data privacy issues regarding consumer financial transaction data.

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman
REBECCA MULHOLLAND New	—

Contacted: Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Consumer Financial Protection Bureau (CFPB); SENATE; Federal Reserve System; Federal Deposit Insurance Corporation (FDIC)

Banking BAN

Financial data aggregation; Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203); Prudential regulatory third-party vendor risk management.

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman
REBECCA MULHOLLAND New	—

Contacted: Federal Deposit Insurance Corporation (FDIC); Consumer Financial Protection Bureau (CFPB); HOUSE OF REPRESENTATIVES; Federal Reserve System; SENATE; Office of the Comptroller of the Currency (OCC)

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.