1st Quarter - Report

THORN RUN PARTNERS for FINANCIAL SERVICES INSTITUTE

Firm
Client
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

Retirement security legislation. Legislation affecting independent contractor status for financial advisors. Tax issues related to retirement savings.

LobbyistCovered position, as disclosed
PAUL BOCK Counsel, Senate Judiciary Committee; Chief of Staff, Sen. Herb Kohl
YUL EDWARDS Legislative Assistant/Chief of Staff, Rep. Danny K. Davis; Legislative Director, Rep. Frank Ballance, Jr.
JASON M ROSENSTOCK Legislative Counsel, Rep. Tom Lantos
BEAU SCHUYLER Legislative Director: Rep. Tanner; Legislative Director: Rep. McIntyre

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Labor Issues/Antitrust/Workplace LBR

Retirement security legislation. Legislation affecting independent contractor status for financial advisors. Tax issues related to retirement savings.

LobbyistCovered position, as disclosed
PAUL BOCK —
YUL EDWARDS —
JASON M ROSENSTOCK —
BEAU SCHUYLER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

Retirement security legislation. Legislation affecting independent contractor status for financial advisors. Tax issues related to retirement savings.

LobbyistCovered position, as disclosed
PAUL BOCK —
YUL EDWARDS —
JASON M ROSENSTOCK —
BEAU SCHUYLER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.