Filings

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Year	Client	Period	Income	Expenses	Doc
2026	FINANCIAL SERVICES FORUM	1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report	—	$700,000
2025	FINANCIAL SERVICES FORUM	4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report	—	$630,000
2025	FINANCIAL SERVICES FORUM	3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report	—	$718,000
2025	FINANCIAL SERVICES FORUM	2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report	—	$710,000
2025	FINANCIAL SERVICES FORUM	1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report	—	$960,000
2024	FINANCIAL SERVICES FORUM	4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report	—	$630,000
2024	FINANCIAL SERVICES FORUM	3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report	—	$620,000
2024	FINANCIAL SERVICES FORUM	2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report	—	$650,000
2024	FINANCIAL SERVICES FORUM	1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report	—	$870,000
2023	FINANCIAL SERVICES FORUM	4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report	—	$630,000

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Clients Represented

Client	Filings	Total Income
FINANCIAL SERVICES FORUM	77	—

Lobbyists

Name	Disclosed Prior Position
DAVID BARTLETT	Senior Legislative Assistant, Congressman French Hill
JOHN DEARIE	N/A
AMANDA EVERSOLE
KEVIN FROMER	Assistant Secretary for Legislative Affairs, US Department of the Treasury; Assistant to the Speaker for Policy, US Hou…
COURTNEY GEDULDIG	N/A
WILLIAM T GRIFFIN	N/A
TIFFANY HAAS	Legislative Counsel and Communications Director to US Representative Donald Payne, Jr.
NATHANIEL L. HOOPES
ERICA HURTT	N/A
SPENCER KATTERHAGEN	Research Assistant; Rep. Kevin Brady, Legislative Assistant; Rep. Kevin Brady
ROBERT NICHOLS	N/A
ROBERT MITCHELL PRIBBLE
BRETT QUICK	Staff Director, Senate Banking Subcommittee on National Security and International Trade and Finance
MATTHEW RUANE
MARK SCHUERMANN	Senior
ERIN TASSEY