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2026 · 1st Quarter (Jan 1 - Mar 31)

LPL FINANCIAL LLC

Filed by MINDSET ADVOCACY, LLC.

Open official filing
Source: Lobbying Disclosure APIRecently refreshed. 2026-08-03 06:26:15 UTC.

Source-reported fields

Filing overview

Type
1st Quarter - Report
Posted
Apr 20, 2026
Income
$60,000.00
Expenses
Not reported
Filing UUID
58eac4cb-3ded-47f3-9a5d-faac82ffc037
Termination date
Not reported

Literal source text

Lobbying issues and bill citations

RET · Retirement

General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule.

TAX · Taxation/Internal Revenue Code

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 implementation of OB3. Section 199A.

FIN · Financial Institutions/Investments/Securities

General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.

Literal federal measure citations: H.R.2441

BUD · Budget/Appropriations

Issues related to Section 199A.

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.