LD-2 disclosure · 4th Quarter - Report
FINANCIAL SERVICES INSTITUTE
Client
- Description
- Trade Association
- Location
- District of Columbia · United States of America
Registrant
- Description
- Government Affairs Firm
- Location
- Washington, District of Columbia, United States of America
Lobbying activities
3 issuesFinancial Institutions/Investments/Securities
Retirement security legislation. Legislation affecting independent contractor status for financial advisors. Tax issues related to retirement savings.
LobbyistsBEAU SCHUYLER · PAUL BOCK · YUL EDWARDS
Covered position (BEAU SCHUYLER): Legislative Director: Rep. Tanner; Legislative Director: Rep. McIntyre
Covered position (PAUL BOCK): Counsel, Senate Judiciary Committee; Chief of Staff, Sen. Herb Kohl
Covered position (YUL EDWARDS): Legislative Assistant/Chief of Staff, Rep. Danny K. Davis; Legislative Director, Rep. Frank Ballance, Jr.
TargetedSENATE · HOUSE OF REPRESENTATIVES
Labor Issues/Antitrust/Workplace
Retirement security legislation. Legislation affecting independent contractor status for financial advisors. Tax issues related to retirement savings.
LobbyistsBEAU SCHUYLER · PAUL BOCK · YUL EDWARDS
TargetedSENATE · HOUSE OF REPRESENTATIVES
Taxation/Internal Revenue Code
Retirement security legislation. Legislation affecting independent contractor status for financial advisors. Tax issues related to retirement savings.