The Protecting the Right to Organize Act of 2021, legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Department of Labor proposed rule on the denition term "duciary": (RIN: 1210-AC02)
Duration: March 1, 2011
to
present
General Issues: Labor Issues/Antitrust/Workplace , Consumer Issues/Safety/Protection , Retirement , Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Insurance , Trade (Domestic & Foreign) , Housing
Spending: about $3,380,000 (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 2011: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Securities & Exchange Commission (SEC), Office of Management & Budget (OMB), Office of the Vice President of the United States, Natl Economic Council (NEC), Treasury - Dept of, U.S. Trade Representative (USTR)
Affiliated organizations: Primerica, Inc.
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?
Brant Imperatore Senior Counsel, House Financial Services Committee
J. Patrick Cave Assistant Secretary, Dept. of Treasury (acting)
Damon Munchus Deputy Assistant Secretary, Dept. of Treasury
Deputy Assistant Secretary, Dept of Treasury
William Mueller Deputy Assistant Secretary, Banking and Finance
Bridget Hagan Senior Legislative Assistant, Rep. Earl Pomeroy
J Patrick Cave Assistant Secretary, Dept of Treasury (Acting)
Assistant Secretary, Dept of Treasury (acting)
Assisted Secretary, Dept of Treasury (Acting)
Damon Mueller Deputy Assistant Secretary, Dept. of Treasury
Charlie Schreiber Senior Counsel, House Financial Services Committee
Doug Lee Deputy Chief of Staff and Legislative Director to Rep. Mike Quigley
Zach Ostro Legislative Director, Rep. Robin Kelly
Scott Shewcraft Chief of Staff, Rep. Bill Foster
Rebecca Alcorn Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
Michael Votta n/a
Greg McIlvaine n/a
Jim Freeman n/a
Benjamin Dupuy 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 PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 16.
Original Filing: 301551060.xml
Lobbying Issues
The Protecting the Right to Organize Act of 2021, legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the denition term "duciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
4th Quarter, 2023
In Q4, Mindset Advocacy, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 19.
Original Filing: 301530647.xml
Lobbying Issues
The Protecting the Right to Organize Act of 2021, legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the denition term "duciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
3rd Quarter, 2023
In Q3, Mindset Advocacy, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 19, 2023.
Original Filing: 301506761.xml
Lobbying Issues
The Protecting the Right to Organize Act of 2021, legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the denition term "duciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
2nd Quarter, 2023
In Q2, Mindset Advocacy, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2023.
Original Filing: 301491683.xml
Lobbying Issues
The Protecting the Right to Organize Act of 2021, legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the denition term "duciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
1st Quarter, 2023
In Q1, Mindset Advocacy, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2023.
Original Filing: 301465880.xml
Lobbying Issues
The Protecting the Right to Organize Act of 2021, legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the denition term "duciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
4th Quarter, 2022
In Q4, Mindset Advocacy, LLC (FKA Cypress Advocacy, LLC) lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 20, 2023.
Original Filing: 301441567.xml
Lobbying Issues
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
3rd Quarter, 2022
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2022.
Original Filing: 301418149.xml
Lobbying Issues
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
2nd Quarter, 2022
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2022.
Original Filing: 301395290.xml
Lobbying Issues
H.R. 842/S. 420, the the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. The Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215. H.R. 7194/S. 3889 - Employee Rights Act of 2022, Sec. 202, provisions related to employment relations.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Rules Committee Print 117-18, H.R. 5376, Build Back Better Act, Section 31502, Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Agencies Lobbied
U.S. Senate
Type of Issue
Consumer Issues/Safety/Protection
Lobbying Issues
Department of Labor proposed rule on the definition term "fiduciary": (RIN: 1210-AC02)
Agencies Lobbied
U.S. Senate
1st Quarter, 2022
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2022.
Original Filing: 301368926.xml
Lobbying Issues
H.R. 7194 / S.3889, the Employee Rights Act, provisions related to employment relations, Sec. 202.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Federal Trade Commission File Number R111003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Type of Issue
Consumer Issues/Safety/Protection
4th Quarter, 2021
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 19, 2022.
Original Filing: 301330614.xml
Lobbying Issues
H.R.5376, the Build Back Better Act, Title XIII - Committee on Ways and Means, Subtitle B - Retirement, SEC. 131101, Tax Imposed on Employers Failing to Maintain or Facilitate Automatic Contribution Plan or Arrangement, provisions related to Automatic IRA option and SIMPLE IRA option.
Lobbying Issues
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act, Sec. 212 and Sec. 215.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Rules Committee Print 117-18, H.R. 5376, Build Back Better Act, Section 31502, Federal Trade Commission, preventing unfair or deceptive trade practices.
Type of Issue
Consumer Issues/Safety/Protection
3rd Quarter, 2021
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. in Q32021 on Oct. 20, 2021.
Original Filing: 301313401.xml
Lobbying Issues
H.R.___, To provide for reconciliation pursuant to title II of S. Con. Res. 14, Title XIII - Committee on Ways and Means, Subtitle B - Retirement, SEC. 131101, Tax Imposed on Employers Failing to Maintain or Facilitate Automatic Contribution Plan or Arrangement, provisions related to Automatic IRA option and SIMPLE IRA option.
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Unemployment reform in the Build Back Better plan
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2021
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2021.
Original Filing: 301312950.xml
Lobbying Issues
H.R. 2954, the Securing A Strong Retirement Act of 2021, provisions related to IRA contribution limits; provisions related to the delivery of account statements. U.S. Department of Labor (DOL) final rule Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees (RIN 1210--ZA29).
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 1816, the Information Transparency and Personal Data Control Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Unemployment reform in the Build Back Better plan
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2021
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2021.
Original Filing: 301289604.xml
Lobbying Issues
H.R. 2954, the Securing A Strong Retirement Act of 2021, provisions related to IRA contribution limits; provisions related to the delivery of account statements. U.S. Department of Labor (DOL) final rule Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees (RIN 1210--ZA29).
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 1816, the Information Transparency and Personal Data Control Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, Sec. 101 & 104, provisions related to promoting workers entrepreneurial freedom. Unemployment Insurance Modernization Act Draft Legislation, S. 212 and S. 215.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
1st Quarter, 2021
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2021.
Original Filing: 301266399.xml
Lobbying Issues
Public Law No: 117-2, The American Rescue Plan Act of 2021, retirement provisions related to helping middle-income families become financially secure. H.R. 1319, the American Rescue Plan Act of 2021, Sec. 9709, provisions related to retirement distributions. U.S. Department of Labor (DOL) final rule Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees (R1N 1210--ZA29).
Agencies Lobbied
U.S. Senate
Lobbying Issues
H.R. 1816, the Information Transparency and Personal Data Control Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 842 / S.420 the Protecting the Right to Organize Act of 2021, provisions related to promoting workers entrepreneurial freedom (Sec. 101 & 104). H.R. 1523/S.526, the Modern Worker Empowerment Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
4th Quarter, 2020
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 20, 2021.
Original Filing: 301239976.xml
Lobbying Issues
Department of Labor final rule-technical amendment on the Conflict of Interest Rule-Retirement Investment Advice: Notice of Court Vacatur (RIN 1210- AB96); Department of Labor notification of proposed class exemption on Improving Investment Advice for Workers and Retirees (ZRIN 1210-ZA29).
Agencies Lobbied
U.S. Senate
Lobbying Issues
S. 2968, the Consumer Online Privacy Rights Act; Draft United States Consumer Data Privacy Act of 2019, provisions related to sharing of data and the use of data in insurance underwriting.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474 (S.1306), Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)); S. 4738 (H.R. 8375), Worker Flexibility and Small Business Protection Act; Department of Labor notice of proposed rulemaking on Independent Contractor Status under the Fair Labor Standards Act (RIN 1235-AA34).
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2020
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2020.
Original Filing: 301222782.xml
Lobbying Issues
Department of Labor final rule-technical amendment on the Conflict of Interest Rule-Retirement Investment Advice: Notice of Court Vacatur (RIN 1210- AB96); Department of Labor notification of proposed class exemption on Improving Investment Advice for Workers and Retirees (ZRIN 1210-ZA29).
Agencies Lobbied
U.S. Senate
Lobbying Issues
S. 2968, the Consumer Online Privacy Rights Act; Draft United States Consumer Data Privacy Act of 2019, provisions related to sharing of data and the use of data in insurance underwriting.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474 (S.1306), Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)); S. 4738 (H.R. 8375), Worker Flexibility and Small Business Protection Act; Department of Labor notice of proposed rulemaking on Independent Contractor Status under the Fair Labor Standards Act (RIN 1235-AA34).
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2020
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2020.
Original Filing: 301200885.xml
Lobbying Issues
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019, Sec. 401, Modification of Required Distribution rules for designated beneficiaries; Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act, Sec. 2202-2203, provisions related to retirement accounts; DOL RIN 1210-AB96, Conflict of Interest Rule-Retirement Investment Advice: Notice of Court Vacatur; DOL RIN 2020-14261, Improving Investment Advice for Workers & Retirees.
Lobbying Issues
S. 2968, the Consumer Online Privacy Rights Act; Draft United States Consumer Data Privacy Act of 2019, provisions related to sharing of data and the use of data in insurance underwriting; U.S. Securities and Exchange Commission (SEC) final rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC final rule to require registered investment advisers and registered broker- dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC final interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36).
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474, Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)); Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act, Sec. 2202-2203, Sec. 1102, the Paycheck Protection Program, Secs.2102 & 2104, provisions relating to unemployment benefits, and other provisions related to employee and worker benefits; Public Law No: 116-127, the Families First Coronavirus Response Act, Sec. 3102, Amendments to the Family and Medical Leave Act of 1993; Sec. 5102, Paid Sick Time Requirement; other provisions related to paid sick and paid family & medical leave programs; DOL RIN: 1235-AA34, Independent Contractor Status Under the Fair Labor Standards Act.
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act, Sec. 2301, Employee Retention Credit for Employers Subject to Closure due to COVID-19, Sec. 2303, Modification of Net Operating Losses, Sec. 2305, Modification of Credit for Prior Year Minimum Tax Liability of Corporations, Sec. 2306, Modification of Limitation on Business Interest, Sec. 2307, Technical Amendments Regarding Qualified Improvement Property.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2020
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2020.
Original Filing: 301175601.xml
Lobbying Issues
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 Sec. 401, Modification of Required Distribution rules for designated beneficiaries. Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act; Sec. 2202-2203, provisions related to retirement accounts.
Lobbying Issues
S. 2968, the Consumer Online Privacy Rights Act; Draft United States Consumer Data Privacy Act of 2019; provisions related to sharing of data and the use of data in insurance underwriting
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474, Protecting the Right to Organize Act, provisions related to workers entrepreneurial freedom (Sec. 4(a)(2)). Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act; Sec. 2202-2203, Sec. 1102, the Paycheck Protection Program; Secs.2102 & 2104, provisions relating to unemployment benefits; other provisions related to employee and worker benefits. Public Law No: 116-127, the Families First Coronavirus Response Act; Sec. 3102, Amendments to the Family and Medical Leave Act of 1993; Sec. 5102, Paid Sick Time Requirement; other provisions related to paid sick and paid family & medical leave programs.
Agencies Lobbied
U.S. Senate
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Public Law No: 116-136, the Coronavirus Aid, Relief, and Economic Security Act; Sec. 2301, Employee Retention Credit for Employers Subject to Closure due to COVID-19; Sec. 2303, Modification of Net Operating Losses; Sec. 2305, Modification of Credit for Prior Year Minimum Tax Liability of Corporations; Sec. 2306, Modification of Limitation on Business Interest; Sec. 2307, Technical Amendments Regarding Qualified Improvement Property
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2019
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 21, 2020.
Original Filing: 301126739.xml
Lobbying Issues
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 Sec. 401, Modification of Required Distribution rules for designated beneficiaries.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
S. 2968, the Consumer Online Privacy Rights Act; Draft United State Consumer Data Privacy Act of 2019; provisions related to sharing of data and the use of data in insurance underwriting.
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474, Protecting the Right to Organize Act, provisions related to promoting workers entrepreneurial freedom (Sec. 4(a)(2)).
Type of Issue
Labor Issues/Antitrust/Workplace
3rd Quarter, 2019
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 21, 2019.
Original Filing: 301074793.xml
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) final rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35);
U.S. SEC final rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27);
U.S. SEC final interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36);
Proposed rulemaking on fiduciary rule and prohibited transaction exemptions (RIN 1210-AB82);
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 Sec. 401, Modification of Required Distribution rules for designated beneficiaries.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) final rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35);
U.S. SEC final rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27);
U.S. SEC final interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36).
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 2474, Protecting the Right to Organize Act, provisions related to promoting workers entrepreneurial freedom (Sec. 4(a)(2)).
Type of Issue
Labor Issues/Antitrust/Workplace
2nd Quarter, 2019
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 22, 2019.
Original Filing: 301056884.xml
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) proposed rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35);
U.S. SEC proposed rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27);
U.S. SEC proposed interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36);
Proposed rulemaking on fiduciary rule and prohibited transaction exemptions (RIN 1210-AB82);
HR 1994, the Setting Every Community Up for Retirement Enhancement Act of 2019 Sec. 401, Modification of Required Distribution
rules for designated beneficiaries
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) proposed rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC proposed rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC proposed interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36); H.R. 1815, SEC Disclosure Effectiveness Testing Act
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Federal standards related to data security, privacy and use.
Agencies Lobbied
U.S. Senate
1st Quarter, 2019
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 22, 2019.
Original Filing: 301037736.xml
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) proposed rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC proposed rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC proposed interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36)
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) proposed rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC proposed rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC proposed interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36); H.R. 1815, SEC Disclosure Effectiveness Testing Act
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Federal standards related to data security, privacy and use.
Agencies Lobbied
U.S. Senate
4th Quarter, 2018
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 22, 2019.
Original Filing: 301016143.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
U.S. Securities and Exchange Commission (SEC) proposed rule to establish a best interest standard for broker-dealers making recommendations to retail customers (RIN 3235-AM35); U.S. SEC proposed rule to require registered investment advisers and registered broker-dealers to provide a relationship summary to retail investors (RIN 3235-AL27); U.S. SEC proposed interpretation of the standard of conduct for investment advisers under the Investment Advisers Act of 1940 (RIN 3235-AM36)
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 6743, Consumer Information Notification Requirement Act, establishing a federal data security standard for financial firms.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2018
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 22, 2018.
Original Filing: 300997135.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors, SEC Reg. Best Interest
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 6743, Consumer Information Notification Requirement Act, establishing a federal data security standard for financial firms.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2018
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2018.
Original Filing: 300977205.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors, SEC Reg. Best Interest
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2018
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2018.
Original Filing: 300952626.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2017
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 22, 2018.
Original Filing: 300935302.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 1: Tax Cuts and Jobs Act: all provisions relating to taxation of life insurers; preserving retirement savings tax incentives in the current tax code; the "first-in, first-out" provision regarding investors with taxable accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2017
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2017.
Original Filing: 300915429.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act; H.R. 3857 - PASS Act of 2017
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code; tax reform framework released and written by staff and/or members of the House Ways & Means Committee or Senate Finance Committee as the drafts relate to the taxation of the business use of life insurance and taxation of life insurers and products.
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2017
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2017.
Original Filing: 300896650.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24, and 86-128 (RIN 1210-AB79); H.J.Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by State for non-governmental employees; H.R. 2823/S/1321 - Affordable Retirement Advice for Savers Act
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors;
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code; H.R. 2181 - Insurance Company Tax Modernization and Parity Act of 2017, which pertains to the taxation of life insurers
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2017
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. in Q12017 on April 21, 2017.
Original Filing: 300878425.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.J.Res. 67: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees; H.J.Res. 66: Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by State for non-governmental employees
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors;
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2017
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2017.
Original Filing: 300877279.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; the Affordable Retirement Advice Protection Act; the Strengthening Access to Valuable Education and Retirement Support Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors; Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2016
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 23, 2017.
Original Filing: 300855795.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2016
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2016.
Original Filing: 300836960.xml
Lobbying Issues
Department of Labor final rule to change the definition of fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); H.R. 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; H.R. 4293, the Affordable Retirement Advice Protection Act; H.R. 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Agencies Lobbied
U.S. House of Representatives
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors; H.R. 4538, Senior Safe Act of 2016; S. 2216 Senior$afe Act of 2015
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 2252, Fair Playing Field Act of 2015, provisions related to amending P.L. 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2016
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2016.
Original Filing: 300817740.xml
Lobbying Issues
Department of Labor final rule to change the definition fiduciary under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); HR 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; HR 4293, the Affordable Retirement Advice Protection Act; HR 4294, the Strengthening Access to Valuable Education and Retirement Support Act; S.J. Resolution 33, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to the definition of the term "fiduciary" and the conflict of interest rule with respect to retirement investment advice; H.J. Res. 88, Disapproving the rule submitted by the Department of Labor relating to the definition of the term "Fiduciary."
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors; H.R. 4538, Senior Safe Act of 2016.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 2252, Fair Playing Field Act of 2015, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2016
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2016.
Original Filing: 300800061.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); HR 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts; HR 4293, the Affordable Retirement Advice Protection Act; HR 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 2252, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2015
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 20, 2016.
Original Filing: 300779814.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts. FY16 Consolidated Appropriations Act (H.R. 2029)
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 2252, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2015
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. in Q42015 on Jan. 20, 2016.
Original Filing: 300782945.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act - Conflict of Interest Rule (RIN 1210-AB32); HR 1090, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts. FY16 Consolidated Appropriations Act (H.R. 2029), provisions related to DOL Conflict of Interest Rule (RIN 1210-AB32); HR 4293, the Affordable Retirement Advice Protection Act; HR 4294, the Strengthening Access to Valuable Education and Retirement Support Act.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 2252, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2015
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2015.
Original Filing: 300764492.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2015
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 20, 2015.
Original Filing: 300743662.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2015
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on April 20, 2015.
Original Filing: 300725758.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2014
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Jan. 20, 2015.
Original Filing: 300706975.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors; No bill number, preserving retirement savings tax incentives in the current tax code.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2014
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on Oct. 20, 2014.
Original Filing: 300685807.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Potential US-Canadian trade implications associated with Canadian life insurance regulations
Agencies Lobbied
U.S. Senate
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2014
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $60,000. The report was filed on July 21, 2014.
Original Filing: 300667880.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Potential US-Canadian trade implications associated with Canadian life insurance regulations
Agencies Lobbied
U.S. Senate
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2014
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $70,000. The report was filed on April 21, 2014.
Original Filing: 300647192.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Projection Act, Title IX, Section 913, Securities and Exchangee Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Potential US-Canadian trade implications associated with Canadian life insurance regulations
Agencies Lobbied
U.S. Senate
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
S. 1706, Fair Playing Field Act of 2013, provisions related to amending PL 95-600, The Revenue Act of 1978, Section 530, which protects small business ownership and entrepreneurship for independent contractors.
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2013
In Q4, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $80,000. The report was filed on Jan. 21, 2014.
Original Filing: 300624293.xml
Lobbying Issues
Department of Labor rule making to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; HR 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts.
Agencies Lobbied
U.S. Senate
Lobbying Issues
PL 111-203. Dodd-Frank Wall Street Reform and Consumer Protection Act, Title V Subtitle A, Federal Insurance Office, Sec 502, Study and report on regulation of insurance to modernize and improve the system of insurance regulation in the United States
Lobbying Issues
PL 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisors.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Potential US-Canadian trade implications associated with Canadian life insurance regulations.
Agencies Lobbied
U.S. Senate
Type of Issue
Trade (Domestic & Foreign)
3rd Quarter, 2013
In Q3, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $80,000. The report was filed on Oct. 21, 2013.
Original Filing: 300605789.xml
Lobbying Issues
Department of Labor rule making to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; H.R. 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts
Agencies Lobbied
U.S. Senate
Lobbying Issues
P.L. 111-203. Dodd-Frank Wall Street Reform and Consumer Protection Act, Title V Subtitle A, Federal Insurance Office, Sec. 502,
Study and report on regulation of insurance to modernize and improve the system of insurance regulation in the United States.
Lobbying Issues
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange
Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2013
In Q2, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $80,000. The report was filed on July 22, 2013.
Original Filing: 300584132.xml
Lobbying Issues
Department of Labor rule making to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; H.R. 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts
Agencies Lobbied
U.S. Senate
Lobbying Issues
P.L. 111-203. Dodd-Frank Wall Street Reform and Consumer Protection Act, Title V Subtitle A, Federal Insurance Office, Sec. 502,
Study and report on regulation of insurance to modernize and improve the system of insurance regulation in the United States.
Lobbying Issues
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange
Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2013
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. in Q22013 on July 22, 2013.
Original Filing: 300585425.xml
Lobbying Issues
Department of Labor rule making to change the definition of the term "fiduciary" under the Employee Retirement Income Security Act; H.R. 2374, the Retail Investor Protection Act, provisions relating to the Department of Labor coordinating retail customer standards of conduct with the Securities and Exchange Commission to minimize regulatory conflicts
Agencies Lobbied
U.S. Senate
Lobbying Issues
P.L. 111-203. Dodd-Frank Wall Street Reform and Consumer Protection Act, Title V Subtitle A, Federal Insurance Office, Sec. 502,
Study and report on regulation of insurance to modernize and improve the system of insurance regulation in the United States.
Lobbying Issues
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange
Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2013
In Q1, CYPRESS ADVOCACY, LLC lobbied for PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. , earning $80,000. The report was filed on April 22, 2013.
Original Filing: 300562446.xml
Lobbying Issues
Department of Labor rule making to change the definition of "fiduciary" under the Employee Retirement Income Security Act
Agencies Lobbied
U.S. Senate
Lobbying Issues
P.L. 111-203. Dodd-Frank Wall Street Reform and Consumer Protection Act, Title V Subtitle A, Federal Insurance Office, Sec. 502,
Study and report on regulation of insurance to modernize and improve the system of insurance regulation in the United States.
Lobbying Issues
P.L. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, Title IX, Section 913, Securities and Exchange
Commission study and rulemaking regarding obligations of brokers, dealers, and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2012
Cypress Advocacy, LLC filed a lobbying registration on Jan. 22, 2013 to represent PFS Investments, Inc., effective Oct. 1, 2012.
Original Filing: 300541184.xml
Issue(s) they said they’d lobby about: Financial Services, Investments, Housing, ERISA, Life Insurance .
4th Quarter, 2012
Cypress Advocacy, LLC filed a lobbying registration on Jan. 22, 2013 to represent Primerica Financial Services Investments, Inc., effective Oct. 1, 2012.
Original Filing: 300538465.xml
Issue(s) they said they’d lobby about: Financial Services, Investments, Housing, ERISA, Life Insurance .
4th Quarter, 2012
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of PFS Investments, Inc. (formerly Primerica, Inc. and Prim Fin Svcs Invstmnts Inc. in Q42012 on Jan. 22, 2013.
Original Filing: 300542065.xml
Lobbying Issues
Department of Labor rule making to change the definition of "fiduciary"
Agencies Lobbied
U.S. Senate
4th Quarter, 2012
In Q4, CYPRESS ADVOCACY, LLC lobbied for Primerica Financial Services Investments, Inc. , earning $80,000. The report was filed on Jan. 22, 2013.
Original Filing: 300540116.xml
Lobbying Issues
Department of Labor rule making to change the definition of "fiduciary"
Agencies Lobbied
U.S. Senate
3rd Quarter, 2012
In Q3, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $80,000. The report was filed on Oct. 22, 2012.
Original Filing: 300518472.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
2nd Quarter, 2012
In Q2, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $80,000. The report was filed on July 20, 2012.
Original Filing: 300495243.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
1st Quarter, 2012
In Q1, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $80,000. The report was filed on April 20, 2012.
Original Filing: 300473690.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
4th Quarter, 2011
In Q4, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $80,000. The report was filed on Jan. 20, 2012.
Original Filing: 300450186.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
3rd Quarter, 2011
In Q3, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $80,000. The report was filed on Oct. 20, 2011.
Original Filing: 300429243.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
2nd Quarter, 2011
CYPRESS ADVOCACY, LLC amended a lobbying report for representation of Primerica, Inc. in Q22011 on April 25, 2012.
Original Filing: 300476715.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
2nd Quarter, 2011
In Q2, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $80,000. The report was filed on July 18, 2011.
Original Filing: 300393550.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement of Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
1st Quarter, 2011
In Q1, CYPRESS ADVOCACY, LLC lobbied for Primerica, Inc. , earning $30,000. The report was filed on April 19, 2011.
Original Filing: 300372448.xml
Lobbying Issues
Department of Labor rulemaking to change the definition of the term "fiduciary"
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Secure and Fair Enforcement for Mortgage Licensing Act
Agencies Lobbied
U.S. Senate
1st Quarter, 2011
Cypress Advocacy, LLC filed a lobbying registration on April 15, 2011 to represent Primerica, Inc., effective March 1, 2011.
Original Filing: 300365555.xml
Issue(s) they said they’d lobby about: Financial Services, Investments, Housing, ERISA, Life Insurance .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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