Lobbying Relationship

Client

Morgan Stanley & Co. LLC

More records

Lobbying firm

Crossroads Strategies, LLC

More records

  • Issues related to financial regulatory reform; financial services issues related to transportation and infrastructure; cannabis-related banking; banking regulatory issues; Dodd-Frank Wall Street Reform and Consumer Protection Act (P.L.111-203) implementation.
  • Implementation of Tax Cuts and Jobs Act (P.L.115-97); H.R.5376, Inflation Reduction Act of 2022 (P.L.117-169) implementation, international taxation IRA issues; H.R.7024, Tax Relief for American Families and Workers Act of 2024.
  • Issues related to cybersecurity and privacy; H.R.1165, Data Privacy Act of 2023.
  • General issues related to trade and foreign commerce.

Duration: to

General Issues: Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Homeland Security, Trade (Domestic & Foreign), Budget/Appropriations, Retirement, Housing, Immigration

Spending: about $2,120,000 (But it's complicated. Here's why.)

Agencies lobbied since 2013: U.S. Senate, House of Representatives, Small Business Administration (SBA), Treasury - Dept of, Executive Office of the President (EOP), Commerce - Dept of (DOC), Labor - Dept of (DOL), Commodity Futures Trading Commission (CFTC)

Bills mentioned

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

H.R.3280: Financial Services and General Government Appropriations Act, 2018

Sponsor: Tom Graves (R-Ga.)

H.R.3354: Interior and Environment, Agriculture and Rural Development, Commerce,...

Sponsor: Ken Calvert (R-Calif.)

H.R.244: Consolidated Appropriations Act, 2017

Sponsor: Paul Cook (R-Calif.)

H.R.1309: Systemic Risk Designation Improvement Act of 2015

Sponsor: Blaine Luetkemeyer (R-Mo.)

S.1484: Financial Regulatory Improvement Act of 2015

Sponsor: Richard C. Shelby (R-Ala.)

H.R.2205: Data Security Act of 2015

Sponsor: Randy Neugebauer (R-Texas)

H.R.5983: Financial CHOICE Act of 2016

Sponsor: Jeb Hensarling (R-Texas)

H.R.5485: Financial Services and General Government Appropriations Act, 2017

Sponsor: Ander Crenshaw (R-Fla.)

S.3067: Financial Services and General Government Appropriations Act, 2017

Sponsor: John Boozman (R-Ark.)

H.R.2028: Further Continuing and Security Assistance Appropriations Act, 2017

Sponsor: Mike Simpson (R-Idaho)

H.R.1090: Retail Investor Protection Act

Sponsor: Ann Wagner (R-Mo.)

S.456: Cyber Threat Sharing Act of 2015

Sponsor: Thomas R. Carper (D-Del.)

S.177: Data Security and Breach Notification Act of 2015

Sponsor: Bill Nelson (D-Fla.)

H.R.1770: Data Security and Breach Notification Act of 2015

Sponsor: Marsha Blackburn (R-Tenn.)

S.1027: Data Breach Notification and Punishing Cyber Criminals Act of 2015

Sponsor: Mark Steven Kirk (R-Ill.)

S.961: Data Security Act of 2015

Sponsor: Thomas R. Carper (D-Del.)

H.CON.RES.125: Establishing the congressional budget for the United States Government...

Sponsor: Tom Price (R-Ga.)

S.1946: Tax Relief Extension Act of 2015

Sponsor: Orrin G. Hatch (R-Utah)

H.CON.RES.27: Establishing the budget for the United States Government for fiscal year...

Sponsor: Tom Price (R-Ga.)

S.CON.RES.11: An original concurrent resolution setting forth the congressional budget...

Sponsor: Michael B. Enzi (R-Wyo.)

H.R.2995: Financial Services and General Government Appropriations Act, 2016

Sponsor: Ander Crenshaw (R-Fla.)

S.1910: Financial Services and General Government Appropriations Act, 2016

Sponsor: John Boozman (R-Ark.)

S.1695: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Roy Blunt (R-Mo.)

H.R.3020: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Tom Cole (R-Okla.)

H.R.234: Cyber Intelligence Sharing and Protection Act

Sponsor: C.A. Dutch Ruppersberger (D-Md.)

S.754: To improve cybersecurity in the United States through enhanced sharing...

Sponsor: Richard M. Burr (R-N.C.)

S.1158: Consumer Privacy Protection Act of 2015

Sponsor: Patrick J. Leahy (D-Vt.)

H.R.1704: Personal Data Notification and Protection Act of 2015

Sponsor: Jim Langevin (D-R.I.)

H.R.1560: Protecting Cyber Networks Act

Sponsor: Devin Nunes (R-Calif.)

H.R.1731: National Cybersecurity Protection Advancement Act of 2015

Sponsor: Michael McCaul (R-Texas)

S.1647: Developing a Reliable and Innovative Vision for the Economy Act

Sponsor: James M. Inhofe (R-Okla.)

H.R.22: FAST Act

Sponsor: Rodney Davis (R-Ill.)

H.R.701: To amend a provision of the Securities Act of 1933 directing the...

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.801: Holding Company Registration Threshold Equalization Act of 2014

Sponsor: Steve Womack (R-Ark.)

H.R.1341: Financial Competitive Act of 2013

Sponsor: Stephen Fincher (R-Tenn.)

H.R.634: Business Risk Mitigation and Price Stabilization Act of 2013

Sponsor: Mike Grimm (R-N.Y.)

H.R.677: Inter-Affiliate Swap Clarification Act

Sponsor: Steve Stivers (R-Ohio)

H.R.992: Swaps Regulatory Improvement Act

Sponsor: Randy Hultgren (R-Ill.)

H.R.1256: Swap Jurisdiction Certainty Act

Sponsor: Scott Garrett (R-N.J.)

S.1003: Comprehensive Student Loan Protection Act

Sponsor: Tom Coburn (R-Okla.)

S.953: Student Loan Affordability Act

Sponsor: Jack Reed (D-R.I.)

H.R.1979: Bank on Students Loan Fairness Act

Sponsor: John F. Tierney (D-Mass.)

S.897: Bank on Students Loan Fairness Act

Sponsor: Elizabeth Warren (D-Mass.)

H.R.1911: Bipartisan Student Loan Certainty Act of 2013

Sponsor: John Kline (R-Minn.)

S.798: TBTF Act

Sponsor: Sherrod Brown (D-Ohio)

H.R.4167: Restoring Proven Financing for American Employers Act

Sponsor: Andy Barr (R-Ky.)

H.R.4200: SBIC Advisers Relief Act of 2014

Sponsor: Blaine Luetkemeyer (R-Mo.)

H.R.4554: Restricted Securities Relief Act of 2014

Sponsor: Mick Mulvaney (R-S.C.)

H.R.4568: Small Business Freedom to Grow Act of 2014

Sponsor: Ann Wagner (R-Mo.)

H.R.4571: To direct the Securities and Exchange Commission to revise its rules so...

Sponsor: Randy Hultgren (R-Ill.)

H.R.4569: Disclosure Modernization and Simplification Act of 2014

Sponsor: Scott Garrett (R-N.J.)

H.R.4570: Private Placement Improvement Act of 2014

Sponsor: Scott Garrett (R-N.J.)

H.R.4565: Startup Capital Modernization Act of 2014

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.2673: Portfolio Lending and Mortgage Access Act

Sponsor: Andy Barr (R-Ky.)

H.R.4466: Financial Regulatory Clarity Act of 2014

Sponsor: Shelley Moore Capito (R-W.Va.)

H.R.4881: To place a 6-month moratorium on the authority of the Financial...

Sponsor: Randy Neugebauer (R-Texas)

H.R.4387: FSOC Transparency and Accountability Act

Sponsor: Scott Garrett (R-N.J.)

H.R.5461: To clarify the application of certain leverage and risk-based...

Sponsor: Andy Barr (R-Ky.)

S.2260: EXPIRE Act of 2014

Sponsor: Ron Wyden (D-Ore.)

H.R.5771: Tax Increase Prevention Act of 2014

Sponsor: Dave Camp (R-Mich.)

H.R.2767: Protecting American Taxpayers and Homeowners Act of 2013

Sponsor: Scott Garrett (R-N.J.)

S.1217: Housing Finance Reform and Taxpayer Protection Act of 2014

Sponsor: Bob Corker (R-Tenn.)

H.R.83: Consolidated and Further Continuing Appropriations Act, 2015

Sponsor: Donna M.C. Christensen (D-Virgin Islands)

H.R.3547: Consolidated Appropriations Act, 2014

Sponsor: Lamar Smith (R-Texas)

H.J.RES.59: Continuing Appropriations Resolution, 2014

Sponsor: Harold Rogers (R-Ky.)

S.2155: Economic Growth, Regulatory Relief, and Consumer Protection Act

Sponsor: Michael D. Crapo (R-Idaho)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.1370: An Act to amend the Homeland Security Act of 2002 to require the...

Sponsor: Michael McCaul (R-Texas)

H.R.1892: Bipartisan Budget Act of 2018

Sponsor: John B. Larson (D-Conn.)

H.R.1625: Consolidated Appropriations Act, 2018

Sponsor: Edward Royce (R-Calif.)

H.R.6258: Financial Services and General Government Appropriations Act, 2019

Sponsor: Tom Graves (R-Ga.)

S.3107: Financial Services and General Government Appropriations Act, 2019

Sponsor: James Lankford (R-Okla.)

S.488: JOBS and Investor Confidence Act of 2018

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.6147: Interior, Environment, Financial Services and General Government,...

Sponsor: Ken Calvert (R-Calif.)

H.R.88: Shiloh National Military Park Boundary Adjustment and Parker's...

Sponsor: Marsha Blackburn (R-Tenn.)

H.J.RES.31: Consolidated Appropriations Act, 2019

Sponsor: Lucille Roybal-Allard (D-Calif.)

H.R.3351: Financial Services and General Government Appropriations Act, 2020

Sponsor: Mike Quigley (D-Ill.)

S.2524: Financial Services and General Government Appropriations Act, 2020

Sponsor: John Kennedy (R-La.)

H.R.1158: Consolidated Appropriations Act, 2020

Sponsor: Michael McCaul (R-Texas)

H.R.6201: Families First Coronavirus Response Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.6074: Coronavirus Preparedness and Response Supplemental Appropriations Act, 2020

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.6800: The Heroes Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.266: Paycheck Protection Program and Health Care Enhancement Act

Sponsor: Betty McCollum (D-Minn.)

H.R.7010: Paycheck Protection Program Flexibility Act of 2020

Sponsor: Dean Phillips (D-Minn.)

H.R.8337: Continuing Appropriations Act, 2021 and Other Extensions Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.7668: Financial Services and General Government Appropriations Act, 2021

Sponsor: Mike Quigley (D-Ill.)

H.R.7617: Defense, Commerce, Justice, Science, Energy and Water Development,...

Sponsor: Peter J. Visclosky (D-Ind.)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

H.R.748: Ethan's Law

Sponsor: Rosa DeLauro (D-Conn.)

H.R.133: David’s Law

Sponsor: Sheila Jackson Lee (D-Texas)

H.R.1319: American Rescue Plan Act of 2021

Sponsor: John Yarmuth (D-Ky.)

H.R.1799: PPP Extension Act of 2021

Sponsor: Carolyn Bourdeaux (D-Ga.)

H.R.3948: GSIB Act of 2021

Sponsor: Ayanna Pressley (D-Mass.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

S.1260: United States Innovation and Competition Act of 2021

Sponsor: Charles E. Schumer (D-N.Y.)

S.CON.RES.14: A concurrent resolution setting forth the congressional budget for the...

Sponsor: Bernard Sanders (ID-Vt.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

H.R.4616: Adjustable Interest Rate (LIBOR) Act of 2021

Sponsor: Brad Sherman (D-Calif.)

H.R.2471: Consolidated Appropriations Act, 2022

Sponsor: Hakeem Jeffries (D-N.Y.)

H.R.4521: United States Innovation and Competition Act of 2021

Sponsor: Eddie Bernice Johnson (D-Texas)

H.R.8152: American Data Privacy and Protection Act

Sponsor: Frank Pallone (D-N.J.)

H.R.1165: Data Privacy Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

S.2190: RECOUP Act of 2023

Sponsor: Sherrod Brown (D-Ohio)

H.R.3746: Fiscal Responsibility Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.2811: Limit, Save, Grow Act of 2023

Sponsor: Jodey Arrington (R-Texas)

H.R.5376: Share the Savings with Seniors Act

Sponsor: Mariannette Miller-Meeks (R-Iowa)

H.R.7024: Tax Relief for American Families and Workers Act of 2024

Sponsor: Jason Smith (R-Mo.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Todd M. Weiss SrPolAdv,Hutchinson;LA/LD,Santorum;Staff,HouseIntlRelComm
John Green Dep Chief of Staff/Leg Aide, Senator Trent Lott
Stewart Hall Legislative Director, Senator Richard Shelby
Hunter Moorhead Adv,Cochran;NatlEcoCoun;SenAppro;LACochran;HRAg;LAParker
Matt Wise LegDirector/LegAide, Rep.Mary Fallin; LC, Sen.Conrad Burns Legislative Director/ Legislative Aide, Rep. Mary Fallin; Legislative Correspondent, Sen. Conrad Burns
Steve Tilton HCRPolCoor/SenPolAdvr:ENG/CommBilirakis
Anne W. Brady Deputy Chief of Staff, Rep. Mark Schauer
Jake Perry Legislative Aide, Sen. Harry Reid
Elizabeth Hart CoS,Cong. John Carney;CoS/Dep CoS/LD,Cong. Melissa Bean;Sr. LA,Cong. Baron Hill
Jason Van Pelt Legislative Director, Senior LA, LA, Staff Asst: Cong. Ed Whitfield
Wally Burnett Deputy Assistant Secretary DOT, Assistant General Counsel DOD, Clerk Senate Appropriations, LD Sen. Stevens (R-AK)
Katherine Dapper Staff Asst. Sen. Murray (D-WA
Jason Gleason Chief of Staff/ Legislative Director, Rep. John Sarbanes; Legislative Director/ Legislative Asst/ Legislative Correspondent/ Staff Asst, Sen. Paul Sarbanes
Chris Miller Chief of Staff/Legislative Director, Rep. Reichert; Senior Legislative Asst, Rep. Miller; Legislative Asst, Rep. Dunn; LC, Sen. Hutchinson; Staff Asst, Sen. Smith
Salim Alameddin Legislative Asst/Legislative Aide, Rep. Will Hurd; Legislative Correspondent/Staff Asst, Sen. John Cornyn
Rontel Batie Legislative Assistant, Aide, Intern, Rep. Corrine Brown
Alex Gleason Legislative Assistant, Legislative Aide, Legislative Correspondent, Rep. Ed Royce; Intern, Rep. Aaron Schock
Ivelisse Porroa-Garcia Policy Director, Congressional Hispanic Caucus (CHC); Legislative Assistant, Rep. Raul Ruiz; Staff Assistant, Sen. Barbara Boxer
Lucia Panza Counsel, U.S. Senator Charles E. Schumer; Counsel, U.S. Senate Judiciary Committee; Legislative Assistant, U.S. Senator Barbara Boxer; Law Clerk, Senate Health, Education, Labor & Pensions Committee; Law Clerk, Senate Judiciary Committee
Mathew Lapinski n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Amendment
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

Close Comment Creative Commons Donate Email Facebook Mobile Phone Podcast Print Google News logo Google_NewsInitiative_Lockup_FullColor RSS Search Search Twitter WhatsApp Resolving differences Check Building Arrow right Info circle Oops OOPS Pencil File text Bars Search Close Cogs Filter Compare Revolving Door Info card Activity Member menu Globe Document External link Quote News Calendar No Vote
Current site Current page