LD-2 disclosure · 3rd 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 for financial advisors. Issues related to DOL fiduciary rule.
LobbyistsLANGSTON EMERSON · ZACHARY K OSTRO · CHARLIE SCHREIBER · mrs KENDRA KOSKO ISAACSON
Covered position (LANGSTON EMERSON): Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick
Covered position (ZACHARY K OSTRO): Legislative Director, Rep. Robin Kelly
Covered position (CHARLIE SCHREIBER): Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
Covered position (mrs KENDRA KOSKO ISAACSON): Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
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 OB3. Section 199A.
Lobbyistsmr WILLIAM CAMPBELL KING MUELLER · LANGSTON EMERSON · ZACHARY K OSTRO · CHARLIE SCHREIBER · mrs KENDRA KOSKO ISAACSON
Covered position (mr WILLIAM CAMPBELL KING MUELLER): Deputy Assistant Secretary, Banking and Finance