General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. Electronic delivery.
Duration: December 7, 2016
to
present
General Issues: Retirement , Taxation/Internal Revenue Code , Financial Institutions/Investments/Securities
Spending: about $1,130,000 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2016: U.S. Senate, House of Representatives
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?
Langston Emerson Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick
Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn
Kilpatrick
Bridget Hagan Senior Legislative Assistant, Rep. Earl Pomeroy
LAUREN BAKER Legislative Assistant, Sen Rob Portman
Charlie Schreiber Senior Counsel, House Financial Services Committee
Zach Ostro Legislative Director, Rep. Robin Kelly
Kendra Isaacson Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
Rick Dearborn Deputy Chief of Staff, President Donald Trump
Brant Imperatore Senior Counsel, House Financial Services Committee
Jessica Farrell 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.
1st Quarter, 2024
In Q1, Mindset Advocacy, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 16.
Original Filing: 301550332.xml
Lobbying Issues
General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. Electronic delivery.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2023
In Q4, Mindset Advocacy, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Jan. 22.
Original Filing: 301535224.xml
Lobbying Issues
General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. Electronic delivery.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2023
In Q3, Mindset Advocacy, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Oct. 19, 2023.
Original Filing: 301508206.xml
Lobbying Issues
General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. Electronic delivery.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2023
In Q2, Mindset Advocacy, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on July 17, 2023.
Original Filing: 301478141.xml
Lobbying Issues
General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
In Q1, Mindset Advocacy, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 20, 2023.
Original Filing: 301460228.xml
Lobbying Issues
General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2022
In Q4, Mindset Advocacy, LLC (FKA Cypress Advocacy, LLC) lobbied for LPL Financial LLC , earning $40,000. The report was filed on Jan. 19, 2023.
Original Filing: 301433873.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2022
In Q3, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Oct. 20, 2022.
Original Filing: 301418180.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2022
In Q2, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on July 18, 2022.
Original Filing: 301382588.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2022
In Q1, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 19, 2022.
Original Filing: 301360416.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2021
In Q4, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Jan. 19, 2022.
Original Filing: 301328707.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2021
In Q3, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Oct. 20, 2021.
Original Filing: 301311142.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2021
In Q2, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on July 20, 2021.
Original Filing: 301290234.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2021
In Q1, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 12, 2021.
Original Filing: 301251932.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2020
In Q4, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Jan. 20, 2021.
Original Filing: 301240988.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2020
In Q3, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Oct. 19, 2020.
Original Filing: 301215921.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2020
In Q2, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on July 16, 2020.
Original Filing: 301189212.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2020
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of LPL Financial LLC in Q12020 on April 20, 2020.
Original Filing: 301176717.xml
Lobbying Issues
General interest in retirement issues.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2020
In Q1, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 17, 2020.
Original Filing: 301169648.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to the Tax Cuts and Jobs Act, Section 199-A.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice. Diverse Investment Advisor Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2019
In Q4, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Jan. 21, 2020.
Original Filing: 301126779.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2019
In Q3, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Oct. 17, 2019.
Original Filing: 301068272.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2019
In Q2, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on July 22, 2019.
Original Filing: 301058134.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of LPL Financial LLC in Q12019 on April 18, 2019.
Original Filing: 301029560.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
In Q1, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 17, 2019.
Original Filing: 301027534.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2018
In Q4, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Jan. 22, 2019.
Original Filing: 301014768.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2018
In Q3, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on Oct. 16, 2018.
Original Filing: 300986431.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2018
In Q2, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on July 20, 2018.
Original Filing: 300974066.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2018
In Q1, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $40,000. The report was filed on April 19, 2018.
Original Filing: 300950078.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2017
In Q4, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $30,000. The report was filed on Jan. 19, 2018.
Original Filing: 300928015.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2017
In Q3, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $30,000. The report was filed on Oct. 20, 2017.
Original Filing: 300912946.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2017
In Q2, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $30,000. The report was filed on July 20, 2017.
Original Filing: 300892661.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2017
In Q1, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $30,000. The report was filed on April 19, 2017.
Original Filing: 300869194.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fiduciary Status as it relates to the role of financial advisors. General interest in the SAVERS Act of 2015, and the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2016
In Q4, CYPRESS ADVOCACY, LLC lobbied for LPL Financial LLC , earning $10,000. The report was filed on Jan. 23, 2017.
Original Filing: 300857193.xml
Lobbying Issues
General interest in retirement issues. General interest in issues in Auto-IRA legislation and the SAFE Act, Secure Annuities for Employment Retirement Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
General interest in issues surrounding tax reform. General interest in corporate tax reform, maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in issues related to Department of Labor Fidicuary Status as it relates to the role of financial advisors. General interest in HR 4294, the SAVERS Act of 2015, and HR 4293, the Affordable Retirement Protection Act, regarding a best-interest standard for investment advice.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2016
Cypress Advocacy, LLC filed a lobbying registration on Jan. 20, 2017 to represent LPL Financial LLC, effective Dec. 7, 2016.
Original Filing: 300853327.xml
Issue(s) they said they’d lobby about: Regulation of broker deals, retirement legislation. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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