General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule.
2025 · 1st Quarter (Jan 1 - Mar 31)
LPL FINANCIAL LLC
Filed by MINDSET ADVOCACY, LLC.
Open official filingSource-reported fields
Filing overview
- Type
- 1st Quarter - Report
- Posted
- Apr 21, 2025
- Income
- $60,000.00
- Expenses
- Not reported
- Registrant
- MINDSET ADVOCACY, LLC
- Client
- LPL FINANCIAL LLC
- Filing UUID
- 4a04494a-aa30-4457-b290-18151f563f31
- Termination date
- Not reported
Literal source text
Lobbying issues and bill citations
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.
Relationship and amount limits
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