Legislative and political consulting firm
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2018 | KPMG LLP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination |
$80,000 | — | |
| 2018 | CHARLES SCHWAB & COMPANY |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$50,000 | — | |
| 2018 | KPMG LLP |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$80,000 | — | |
| 2018 | INVESTMENT COMPANY INSTITUTE |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$60,000 | — | |
| 2018 | KPMG LLP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$80,000 | — | |
| 2018 | CHARLES SCHWAB & COMPANY |
2nd Quarter (Apr 1 - June 30) AMENDED |
$50,000 | — | |
| 2018 | INVESTMENT COMPANY INSTITUTE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2018 | CHARLES SCHWAB & COMPANY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2018 | INVESTMENT COMPANY INSTITUTE |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$60,000 | — | |
| 2018 | CHARLES SCHWAB & COMPANY |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$50,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| CHARLES SCHWAB & COMPANY | 55 | $2,100,000 |
| KPMG LLP | 47 | $3,100,000 |
| INVESTMENT COMPANY INSTITUTE | 27 | $1,440,000 |
| VISA INC | 25 | $1,160,000 |
| ELECTRONIC PAYMENTS COALITION | 21 | $560,000 |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS | 20 | $780,000 |
| BOYKINWHITECASTANEDA CAPITAL MARKETS GROUP INC. | 6 | — |
| LIVINGSTON GROUP LLC (ICI) | 5 | $50,000 |
| NETWORK FOR INVESTOR ACTION AND PROTECTION (NIAP) | 5 | — |
| LONE STAR FUND IV, L.P. | 4 | $760,000 |
| HILLENBRAND PARTNERS | 4 | $160,000 |
| TASSEY & ASSOCIATES | 2 | — |
| BBA GROUP PLC | 2 | — |
| Name | Disclosed Prior Position |
|---|---|
| JAY VELASQUEZ | N/A |