CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
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lobbying_client · US · canonical: certified financial planner board standards · 1 alias · 0 outbound · 3 inbound
Activity
Every typed-graph event involving this entity, newest first. Each row is one edge in the influence graph; click the date to jump to its provenance.
- 2026-05-18 · lobbied by Guneev Sharma · lda_lobbyist_client
- 2026-05-18 · lobbied by Erin Koeppel · lda_lobbyist_client
- 2026-01-01 · lobbied for by CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. $60,000 · lda_filing
Lobbying disclosures — as CLIENT (3)
Filings where this org hired a lobbying firm. Income + expenses come from the LDA disclosure.
| Posted | Filing | Year | Period | Registrant (lobbying firm) | Income | Expenses |
|---|---|---|---|---|---|---|
| 2026-04-16 | 1st Quarter - Report | 2026 | first_quarter | 400490409 | — | $60,000 |
| 2025-04-07 | Registration - Amendment | 2025 | first_quarter | 400490409 | — | — |
| 2025-04-07 | Registration - Amendment | 2025 | first_quarter | 400490409 | — | — |
Aliases (1)
| source | id | name at source | jurisdiction | confidence | linked by | linked at |
|---|---|---|---|---|---|---|
| lda_client | 191704 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | US | gold | backfill_0029 |
Outbound edges (0)
None recorded.
Inbound edges (3)
| date | from | type | amount | source |
|---|---|---|---|---|
| — | Erin Koeppel | lobbied_for | — | lda_lobbyist_client |
| — | Guneev Sharma | lobbied_for | — | lda_lobbyist_client |
| 2026-01-01 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | lobbies_for | $60,000 | lda_filing |