Advocacy organization of independent broker-dealers and financial advisors
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2014 | FINANCIAL SERVICES INSTITUTE |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $177,649 | |
| 2014 | FINANCIAL SERVICES INSTITUTE |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $170,342 | |
| 2014 | FINANCIAL SERVICES INSTITUTE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $169,035 | |
| 2014 | FINANCIAL SERVICES INSTITUTE |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $168,125 |
| Client | Filings | Total Income |
|---|---|---|
| FINANCIAL SERVICES INSTITUTE | 72 | — |
| Name | Disclosed Prior Position |
|---|---|
| DANIEL BARRY | |
| DAVID THOMAS BELLAIRE | |
| DALE BROWN | |
| RYAN COOPERMAN | Formerly known as Ryan Caruso |
| JAIMON MAURICE JACKSON | |
| BRADY KING | Chief of Staff - Senator Roland Burris |
| HANNA LAVER | |
| ROBERT E LEWIS | Intern-Rep. Lamar Smith, LC & LA-Sen. Z. Miller |
| RICARDO JAVIER PINERES | |
| LAUREN SAPER |