AV
At a glance
Registered since
2024
Senate LDA system
Clients
2
last 3 years
Filings
8
8 agencies contacted
Activity
filings by quarter
Works on
Specific issues
Donor advised funds regulation.
Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.
Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.
Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.
Emergency savings accounts; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; auto-portability.
Equity market structure and trading regulation, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.