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2026 · 3rd Quarter (July 1 - Sep 30)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filed by MINDSET ADVOCACY, LLC.

Open official filing
Source: Lobbying Disclosure APIRecently refreshed. 2026-11-01 06:26:09 UTC.

Source-reported fields

Filing overview

Type
3rd Quarter - Report
Posted
Oct 20, 2026
Income
$50,000.00
Expenses
Not reported
Filing UUID
9754784d-2b35-4eaa-8f2a-3472693a43ae
Termination date
Not reported

Literal source text

Lobbying issues and bill citations

RET · Retirement

General retirement issues impacting personal finance

TAX · Taxation/Internal Revenue Code

HR 9500, tax incentives for financial planning

Literal federal measure citations: HR 9500

BAN · Banking

HR 2478

Literal federal measure citations: HR 2478

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.