Issues lobbied + lobbyists
BAN — Banking
- H.R. 1483/S. 658, the Protecting Investors Personally Identifiable Information Act - Issues related to cryptocurrency market structure - H.R. 3633, Digital Asset Market Clarity Act of 2025, and related Senate legislation
Lobbyists: KELLI NELSON MCMORROW
Government entities lobbied: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
TAX — Taxation/Internal Revenue Code
- General tax reform - Issues related the the municipal bond tax exemption - Issues related to Section 199A deductions - Issues related to financial transaction tax - One Big Beautiful Bill Act - Issues relating to the expansion of 529 plans
Lobbyists: KELLI NELSON MCMORROW
Government entities lobbied: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
FIN — Financial Institutions/Investments/Securities
- Issues related to capital formation - Issues related to SEC and SRO reform, SRO constitutionality concerns - H.R. 3395, Middle Market IPO Cost Act - Issues related to investor fraud and foreign state-sponsored scams targeting US citizens - S.1053/H.R. 2246, the Foreign Investment Guardrails to Help Thwart China Act - Issues related to inbound and outbound investments to/from China - S.1877, H.R.2441, Improving Disclosure for Investors Act of 2025 - H.R. 3959, legislation codifying SEC Rule 15c2-11 - Issues relating to proxy advisors - Issues related to shareholder proposals - Issues related to SEC recordkeeping rules - Issues related to registered investment advisor regulations - Issues related to Sarbanes Oxley - Issues related to arbitration - H.R. 5748 and issues relating to Executive Order 14330, expansion opportunities for retirement plans - H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025, and related Senate legislation - S.3935, Municipal Securities Rulemaking Board Reform Act of 2026 and related House legislation - Issues relating to the funding model and privacy concerns of the Consolidated Audit Trail (CAT)
Lobbyists: KELLI NELSON MCMORROW
Government entities lobbied: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
BUD — Budget/Appropriations
- Financial Services and General Government appropriations - HR 5166, Financial Services and General Government Appropriations Act, 2026 - Fiscal Year 2027 financial services and general government funding bills (House and Senate) - Issues relating to the funding model and privacy concerns of the Consolidated Audit Trail (CAT)
Lobbyists: KELLI NELSON MCMORROW
Government entities lobbied: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of