LobbyingLPL Financial lobbying by quarter
LPL Financial LPLA's latest lobbying report covers Q2 2026, at $710K. The four quarters Q4 2025–Q3 2026 total $2.2M. Its first report covers Q4 2022; the issues it reports most are Financial Institutions/Investments/Securities and Taxation/Internal Revenue Code.
- Latest quarter
- No record
- Q3 2026 · 0 reports
- Last 12 months
- $2.2M
- Last 4 quarters
- vs last quarter
- −100.0%
- Q3 2026 against the quarter before
- First report
- Q4 2022
- The first quarter a report named it
Lobbying by quarter
| Quarter | Amount | Reports |
|---|---|---|
| Q4 2022 | $420K | 3 |
| Q1 2023 | $260K | 3 |
| Q2 2023 | $220K | 3 |
| Q3 2023 | $210K | 3 |
| Q4 2023 | $550K | 3 |
| Q1 2024 | $450K | 3 |
| Q2 2024 | $330K | 3 |
| Q3 2024 | $540K | 3 |
| Q4 2024 | $540K | 3 |
| Q1 2025 | $440K | 4 |
| Q2 2025 | $580K | 4 |
| Q3 2025 | $620K | 3 |
| Q4 2025 | $820K | 3 |
| Q1 2026 | $630K | 3 |
| Q2 2026 | $710K | 3 |
| Q3 2026 | $0 | 0 |
By issue
- Financial institutions and securities$2.3M · 45 reports
- Taxation$2.3M · 44 reports
- Retirement$2.2M · 41 reports
- Labor, antitrust and workplace$457.5K · 3 reports
- Budget and appropriations$45K · 3 reports
An issue's amount splits each report's amount equally over the issues the report lists.
Who was lobbied
- HOUSE OF REPRESENTATIVES46 reports
- SENATE46 reports
Firms it paid
| Firm | ||
|---|---|---|
| In-houseLPL Financial | $6.2M | 15 quarters |
| Mindset Advocacy | $720K | 15 quarters |
| Crossroads Strategies | $280K | 6 quarters |
| Davis & Harman | $100K | 11 quarters |
Former officials lobbying for it
| Former position | ||
|---|---|---|
| CHARLIE SCHREIBER | Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee | Q2 2026 |
| KENDRA KOSKO ISAACSON | Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray | Q2 2026 |
| LANGSTON EMERSON | Senior Legislative Assistant, Congressman Michael Capuano; Legislative Assistant, Congresswoman Carolyn Kilpatrick | Q2 2026 |
| ZACHARY K OSTRO | Legislative Director, Rep. Robin Kelly | Q2 2026 |
| REGINALD ALEXANDER MCCRIMMON | Director Member Services & External Affairs - Congressional Black Caucus; Special Assistant, Staff Assistant - Rep. G. K. Butterfield | Q4 2025 |
| WILLIAM CAMPBELL KING MUELLER | Deputy Assistant Secretary, Banking and Finance | Q4 2025 |
| CAMERON RICKER | Hearing clerk, Deputy Chief Clerk, Chief Clerk-The Senate Committee on Banking, Housing, and Urban Affairs | Q2 2025 |
| CHRIS L GASTON | Chief of Staff, Representative Rush Holt | Q2 2025 |
| LUCIA PANZA | Counsel, U.S. Senator Charles E. Schumer; Counsel, U.S. Senate Judiciary Committee; Legislative Assistant, U.S. Senator Barbara Boxer; Law Clerk, Senate Health, Education, Labor & Pensions Committee; Law Clerk, Senate Judiciary Committee | Q2 2025 |
| RICK DEARBORN | Deputy Chief of Staff, President Donald Trump | Q2 2025 |
| STEPHEN THOMAS VOLJAVEC | Legislative Director, Rep. Vern Buchanan; Legislative Assistant, Senator Marsha Blackburn | Q1 2025 |
| BRANT IMPERATORE | Senior Counsel, House Financial Services Committee | Q1 2024 |
| BRIDGET F HAGAN | Senior Legislative Assistant, Rep. Earl Pomeroy | Q4 2022 |
Lobbying reports
| Filed by | ||
|---|---|---|
| 07/20for Q2 | In-house | $600K |
| 07/20for Q2 | Mindset Advocacy | $60K |
| 07/19for Q2 | Crossroads Strategies | $50K |
| 04/20for Q1 | Crossroads Strategies | $50K |
| 04/20for Q1 | In-house | $520K |
| 04/20for Q1 | Mindset Advocacy | $60K |
| 03/17for Q2 2025 | In-house | $470K |
| 02/05for Q4 2025 | Mindset Advocacy | $60K |
| 01/20for Q4 2025 | In-house | $710K |
| 01/19for Q4 2025 | Crossroads Strategies | $50K |
| 25/10/20for Q3 2025 | In-house | $510K |
| 25/10/20for Q3 2025 | Mindset Advocacy | $60K |
| 25/10/19for Q3 2025 | Crossroads Strategies | $50K |
| 25/10/07for Q2 2025 | In-house | $470K |
| 25/07/21for Q2 2025 | In-house | $470K |
| 25/07/21for Q2 2025 | Mindset Advocacy | $60K |
| 25/07/20for Q2 2025 | Crossroads Strategies | $50K |
| 25/07/16for Q2 2025 | Davis & Harman | Under $5,000 |
| 25/04/21for Q1 2025 | In-house | $350K |
| 25/04/21for Q1 2025 | Crossroads Strategies | $30K |