CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Sign in to add to a watchlist →
lobbying_firm · US · canonical: certified financial planner board standards · 1 alias · 1 outbound · 2 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 · employs Erin Koeppel · lda_lobbyist_firm
- 2026-05-18 · employs Guneev Sharma · lda_lobbyist_firm
- 2026-01-01 · lobbies for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. $60,000 · lda_filing
Lobbying disclosures — as REGISTRANT (3)
Filings where this org IS a lobbying firm hired by another entity.
| Posted | Filing | Year | Period | Client | Income | Expenses |
|---|---|---|---|---|---|---|
| 2026-04-16 | 1st Quarter - Report | 2026 | first_quarter | 191704 | — | $60,000 |
| 2025-04-07 | Registration - Amendment | 2025 | first_quarter | 191704 | — | — |
| 2025-04-07 | Registration - Amendment | 2025 | first_quarter | 191704 | — | — |
Aliases (1)
| source | id | name at source | jurisdiction | confidence | linked by | linked at |
|---|---|---|---|---|---|---|
| lda_registrant | 400490409 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | US | gold | backfill_0029 |
Outbound edges (1)
| date | type | to | amount | role | source |
|---|---|---|---|---|---|
| 2026-01-01 | lobbies_for | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | $60,000 | lda_filing |
Inbound edges (2)
| date | from | type | amount | source |
|---|---|---|---|---|
| — | Guneev Sharma | works_at | — | lda_lobbyist_firm |
| — | Erin Koeppel | works_at | — | lda_lobbyist_firm |