LD-2 disclosure · 1st Quarter - Report
LPL FINANCIAL LLC
Client
- Description
- ​Investment company
- Location
- Massachusetts · United States of America
Registrant
- Description
- lobbying and consulting
- Location
- Washington, District of Columbia, United States of America
Lobbying activities
3 issuesRetirement
General interest in retirement issues. Issues related to independent contracting. Issues related to DOL fiduciary rule.
LobbyistsLANGSTON EMERSON · RICK DEARBORN · ZACHARY K OSTRO · CHARLIE SCHREIBER
Covered position (LANGSTON EMERSON): Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick
Covered position (RICK DEARBORN): Deputy Chief of Staff, President Donald Trump
Covered position (ZACHARY K OSTRO): Legislative Director, Rep. Robin Kelly
Covered position (CHARLIE SCHREIBER): Senior Counsel, House Financial Services Committee
TargetedSENATE · HOUSE OF REPRESENTATIVES
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 the Tax Cuts and Jobs Act, Section 199-A.
LobbyistsLANGSTON EMERSON · RICK DEARBORN · ZACHARY K OSTRO · CHARLIE SCHREIBER
Covered position (LANGSTON EMERSON): Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick