LPL FINANCIAL
CR
At a glance
Works on
The past 12 months
Clients
1
past 12 months
Filings
1
past 12 months
Agencies contacted
HOUSE OF REPRESENTATIVESSENATE
Specific issues
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
General interest in retirement issues. H.R. 1013/ S. 424 Retirement Fairness for Charities and Educational Institutions Act of 2025 S.1707 Helping Young Americans Save for Retirement Act S.1831 Auto Reenroll Act of 2025 H.R. 2089/ S. 1756 GROWTH Act
General interest in tax incentives for retirement plans, individual tax exemptions, and maintaining the independent contracting contractor classification of certain financial professionals. General interest in Section 199A of the Internal Revenue Code. General interest in SALT Deduction. General interest in deductibility of advisory fees.
Preserving independent contractor status
Clients
Sources
This profile is built from the public record: filings in the U.S. Senate Lobbying Disclosure Act system. lda.senate.gov ↗
Recent filings1
lda.gov →