Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov 		Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby

LOBBYING REGISTRATION

Lobbying Disclosure Act of 1995 (Section 4)

Check One: New Registrant New Client for Existing Registrant Amendment

1. Effective Date of Registration
9/1/2021
2. House Identification
 41166
 Senate Identification
 400531586

REGISTRANT Organization/Lobbying Firm Self Employed Individual

3. Registrant Organization
Crossroads Strategies, LLC
Address
800 North Capitol Street, NW, Suite 800
 Address2
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City
Washington
 State
DC
 Zip
20002
 Country
USA

4. Principal place of business (if different than line 3)

City
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State
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Zip
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Country
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5. Contact name and telephone number International Number
Contact
​Mr. John Green
 Telephone
​2025590170
 E-mail
​lda@crshq.com
6. General description of registrant’s business or activities
​lobbying firm

CLIENT A Lobbying Firm is required to file a separate registration for each client. Organizations employing in-house lobbyists should check the box labeled “Self” and proceed to line 10. Self

7. Client name
​Individual Retirement Rights Association
Address
​1701 Pennsylvania Ave. NW, Ste. 1200
City
​Washington
 State
​DC
 Zip
​20006
 Country
​USA
8. Principal place of business (if different than line 7)
City
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State
​
Zip
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Country
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9. General description of client’s business or activities
​nonprofit organization

LOBBYISTS

10. Name of each individual who has acted or is expected to act as a lobbyist for the client identified on line 7. If any person listed in this section has served as a “covered executive branch official” or “covered legislative branch official” within twenty years of first acting as a lobbyist for the client, state the executive and/or legislative position(s) in which the person served.

Name Covered Official Position (if applicable)
First
Last
Suffix
​John ​Breaux ​ ​US Senator (18 yrs), US Representative (2 yrs)
​Stephanie ​Leger ​ ​Deputy Projects Director, Sen. Mary Landrieu; Counsel, Sen. John Breaux
​Mathew ​Lapinski ​ ​
​Ben ​McMakin ​ ​Legislative Director, Sen. Patty Murray
​Jason ​Gleason ​ ​Chief of Staff/Legislative Director, Rep. John Sarbanes; Legislative Director/Legislative Asst/Legislative Correspondent/Staff Asst, Sen. Paul Sarbanes

LOBBYING ISSUES

11. General lobbying issue areas (Select all applicable codes).

​RET
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12. Specific lobbying issues (current and anticipated)

Legislative and regulatory initiatives impacting individual retirement plans and their structures.

AFFILIATED ORGANIZATIONS

13. Is there an entity other than the client that contributes more than $5,000 to the lobbying activities of the registrant in a quarterly period and either participates in and/or in whole or in major part supervises or controls the registrant’s lobbying activities?

No --> Go to line 14. Yes --> Complete the rest of this section for each entity matching the criteria above, then proceed to line 14.
Internet Address:
​
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
​AltoIRA
​500 11th Ave N, Ste 790
City
​
​Nashville
​TN
​37203
​USA
State
​
Country
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​eShares, Inc. DBA Carta, Inc.
​333 Bush Street, Floor 23, Ste. 2300
City
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​San Francisco
​CA
​94104
​USA
State
​
Country
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​Madison Trust Co.
​401 E 8th Street, #200
City
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​Sioux Falls
​SD
​57103
​USA
State
​
Country
​

FOREIGN ENTITIES

14. Is there any foreign entity

a) holds at least 20% equitable ownership in the client or any organization identified on line 13; or

b) directly or indirectly, in whole or in major part, plans, supervises, controls, directs, finances or subsidizes activities of the client or any organization identified on line 13; or

c) is an affiliate of the client or any organization identified on line 13 and has a direct interest in the outcome of the lobbying activity?

No --> Sign and date the registration. Yes --> Complete the rest of this section for each entity matching the criteria above, then sign the registration.
Address Ownership
Name Street Principal place of business Amount of contribution
City State/Province Country
(city and state or country) for lobbying activities
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City
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State
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Country
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%
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City
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State
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%

CONVICTIONS DISCLOSURE

15. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?

Signature
Digitally Signed By: John Green
 Date
10/4/2021 11:08:17 AM
ADDITIONAL LOBBYISTS

10. Supplemental. List any additional lobbyists for this client not listed on page 1, number 10.

Name Covered Official Position (if applicable) Have you been convicted of a crime?
First
Last
Suffix
​Todd M. ​Weiss ​ ​
​Brittany ​Hernandez ​ ​Senior Legislative Assistant, Legislative Assistant, Legislative Correspondent, Staff Assistant: Rep. Steve Cohen
​Jason ​Van Pelt ​ ​Legislative Director, Senior Legislative Asst, Legislative Asst, Staff Asst: Rep. Ed Whitfield
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ADDITIONAL LOBBYING ISSUES
11. Supplemental. General lobbying issue areas. Enter any additional codes for issues not listed on page 2, number 11.
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ADDITIONAL AFFILIATED ORGANIZATIONS13. Supplemental. List any other affiliated organization that meets the criteria specified and is not listed on page 2, number 13.
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
​IRA Financial
​1691 Michigan Avenue, #415
City
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​Miami Beach
​FL
​33139
​USA
State
​
Country
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​IRAR Trust Company
​6825 La Jolla Blvd
City
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​La Jolla
​CA
​92037
​USA
State
​
Country
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​Directed Trust Company
​3033 N Central Ave, Ste 400
City
​
​Phoenix
​AZ
​85012
​USA
State
​
Country
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ADDITIONAL FOREIGN ENTITIES
14. Supplemental. List any other foreign entity that meets the criteria specified and is not listed on page 2, number 14.
Name Address Principal place of business
(city and state or country) 		Amount of contribution for lobbying activities Ownership
Street
City State/Province Country
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ADDITIONAL LOBBYISTS

10. Supplemental. List any additional lobbyists for this client not listed on page 1, number 10.

Name Covered Official Position (if applicable) Have you been convicted of a crime?
First
Last
Suffix
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ADDITIONAL LOBBYING ISSUES
11. Supplemental. General lobbying issue areas. Enter any additional codes for issues not listed on page 2, number 11.
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ADDITIONAL AFFILIATED ORGANIZATIONS13. Supplemental. List any other affiliated organization that meets the criteria specified and is not listed on page 2, number 13.
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
​Mainstar Trust Company
​5901 College Blvd, Suite 100
City
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​Overland Park
​KS
​66211
​USA
State
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Country
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​American IRA
​135 Broad Street
City
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​Asheville
​NC
​28801
​USA
State
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Country
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City
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State
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 Country
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ADDITIONAL FOREIGN ENTITIES
14. Supplemental. List any other foreign entity that meets the criteria specified and is not listed on page 2, number 14.
Name Address Principal place of business
(city and state or country) 		Amount of contribution for lobbying activities Ownership
Street
City State/Province Country
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