Advisory firm
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | TRM LABS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$40,000 | — | |
| 2026 | MORAN GLOBAL STRATEGIES, INC. (O/B/O SIEMENS GOVERNMENT TEC… |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | ETHOSENERGY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Termination |
$30,000 | — | |
| 2026 | WAVE DIGITAL ASSETS HOLDINGS LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2026 | STRATEGY (F/K/A MICROSTRATEGY INC.) |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2026 | CHICAGO ATLANTIC ADVISORS, LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2026 | MORAN GLOBAL STRATEGIES, INC. (O/B/O GE AEROSPACE) |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | ARETE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | MARATHON DIGITAL HOLDINGS, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2026 | CHICAGO ATLANTIC ADVISORS, LLC |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| MARATHON DIGITAL HOLDINGS, INC. | 19 | $830,000 |
| ARETE | 18 | $690,000 |
| UNISWAP LABS | 17 | $430,000 |
| MORAN GLOBAL STRATEGIES, INC. (O/B/O GE AEROSPACE) | 14 | — |
| CHAINALYSIS INC. | 13 | $480,000 |
| CREDIT SUISSE SECURITIES (USA) LLC | 10 | $400,000 |
| KONECRANES FINLAND CORP. | 10 | $270,000 |
| WAVE DIGITAL ASSETS HOLDINGS LLC | 9 | $270,000 |
| CHICAGO ATLANTIC ADVISORS, LLC | 9 | $190,000 |
| CASTELLUM.AI | 8 | $5,000 |
| STRATEGY (F/K/A MICROSTRATEGY INC.) | 7 | $370,000 |
| TRM LABS | 6 | $190,000 |
| SHUFTI PRO LIMITED | 6 | $80,000 |
| NATIONAL INFRASTRUCTURE CAMPAIGN, INC. | 4 | $20,000 |
| GOLDEN ASIA CAPITAL, LTD. | 4 | — |
| BLOCKCHAIN INTELLIGENCE GROUP | 4 | — |
| ETHOSENERGY | 3 | $60,000 |
| VON BATTEN-MONTAGUE-YORK, L.C. O/B/O OROMO LEGACY LEADERSHIP & ADVOCACY ASSOC. | 3 | $30,000 |
| VERDANT POWER | 3 | $30,000 |
| RED SIX INTERNATIONAL | 3 | $30,000 |
| Name | Disclosed Prior Position |
|---|---|
| ANDREW K. COLE | |
| MICHAEL DIROMA | Deputy Assistant Secretary of the Treasury for Legislative Affairs; Tax Counsel, Senator Susan M. Collins |
| ANDREW ECK | Deputy Assistant Secretary of the Treasury for Legislative Affairs; Senior Policy Advisor, House Financial Services Com… |
| VICTOR FLEISCHER | Democratic Chief Tax Counsel, U.S. Senate Committee on Finance |