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2025 · 1st Quarter (Jan 1 - Mar 31)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filed by HOLLAND & KNIGHT LLP.

Open official filing
Source: Lobbying Disclosure APIRecently refreshed. 2026-09-17 06:26:11 UTC.

Source-reported fields

Filing overview

Type
1st Quarter - Report
Posted
Apr 13, 2025
Income
$60,000.00
Expenses
Not reported
Filing UUID
433e80b2-291e-4d77-8b69-04a3851b98a2
Termination date
Not reported

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.

RET · Retirement

Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.

Relationship and amount limits

Bill links use only the filing year’s mathematically derived Congress plus the literal measure type and number in the issue description. Unmatched citations remain plain text. Politically.com does not join on names, infer advocacy positions, combine amendments, or calculate totals across filings.