- Lobbying
- Lobbying by National Association of Personal Financial Advisors
Lobbying Relationship
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? |
---|---|
Ron Klein | Member, US House of Representatives Member, U.S. House of Representatives |
Paolo Mastrangelo | LA, Rep. Suzanne Kosmas |
Misha Lehrer | Special Assistant, Legislative Aide, Sen. Chris Murphy |
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
Q1 Report
Q4 Report
Lobbying Issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Q3 Report
Lobbying Issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Q2 Report
Lobbying Issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Registration
Issue(s) they said they’d lobby about: Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy..
Termination
Q2 Report
Lobbying Issues
Agencies Lobbied
Type of Issue
Q1 Report
Lobbying Issues
Agencies Lobbied
Type of Issue
Q4 Report
Lobbying Issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Q3 Report
Lobbying Issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Q2 Report
Lobbying Issues
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Q1 Report
Lobbying Issues
Agencies Lobbied
Type of Issue
Registration
Issue(s) they said they’d lobby about: Broadening SECURE ACT/retirement reform acts; Federal policy related to financial and retirement security..
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate