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Disclosure reporting details

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Lobbyist disclosure reporting period: 01/01/2023 - 06/30/2023

Lobbyist name	Andrew Guggenheim
Business name	Securities Industry and Financial Markets Association, Inc.
Address	1099 New York Avenue, NW 6th Floor
City, state, zip code	Washington, DC 20005
Country	US
Agent type	Both
Phone	202-962-7411

Operating Expenses

No operating expenses were filed for this disclosure reporting period.

Activities, Bill Numbers and Titles

Client: Securities Industry and Financial Markets Association, Inc.

Total amount paid by client; lobbyist is unable to report compensation at activity level: $8,500.00

House / Senate	Bill Number or Agency Name	Bill title or activity	Agent position	Amount	Direct business association
House Bill	203	An Act protecting vulnerable adults from financial exploitation	Neutral	$0.00	n/a
Senate Bill	1207	An Act relative to fair hiring practices	Oppose	$0.00	n/a
Senate Docket	2681	An Act protecting seniors and adults with disabilities from financial exploitation	Neutral	$0.00	n/a
House Bill	60	An Act establishing the Massachusetts information privacy and security act	Neutral	$0.00	n/a
Senate Bill	1648	An Act relative to responsible corporate investments	Oppose	$0.00	n/a
House Bill	2434	An Act relative to the responsible corporate investments act	Neutral	$0.00	n/a
House Bill	699	An Act relative to pay-to-play schemes	Neutral	$0.00	n/a
Senate Bill	366	An Act protecting vulnerable elders from abuse	Neutral	$0.00	n/a
Senate Bill	978	An Act relative to fair investment practices	Neutral	$0.00	n/a
House Bill	1708	An Act relative to fair investment practices	Neutral	$0.00	n/a
House Docket	4451	An Act protecting seniors and adults with disabilities from financial exploitation	Neutral	$0.00	n/a
House Bill	1432	An Act relative to escheat	Support	$0.00	n/a
			Total amount	$0.00

Meals, Travel, and Entertainment Expenses

Date	Event type	Payee/Vendor	Attendees	Amount
04/25/2023	Meal	Davio's		$63.00
04/25/2023	Travel	American Airlines - RIC – BOS		$307.80
04/25/2023	Travel	Uber - Airport to 15 Beacon		$45.43
04/26/2023	Meal	Carrie Nation - Attendees: Jeevan Ramapriya, State Street; Jesse Stanesa, Fidelity; Tara O’Donnell; Roger O’Donnell		$150.00
04/26/2023	Meal	Boston Beer Works Logan Airport		$39.70
04/26/2023	Travel	Uber - Downtown Boston to Airport		$33.02
04/26/2023	Travel	Logan Airport Parking		$24.00
			Total amount	$662.95

Additional Expenses

Date from	Date to	Recipient name	Expense	Amount
04/26/2023	04/26/2023	XV Beacon - 15 Beacon Street, Boston, MA 02108	Lodging - 4/25-4/26	$384.29
			Total amount	$384.29

Campaign Contributions

No campaign contributions were filed for this disclosure reporting period.