2025 Disciplinary Actions and Citations - 24 Licensees
Summary
The California Professional Fiduciaries Bureau published its 2025 enforcement summary documenting 24 disciplinary actions against licensed professional fiduciaries. Actions included 21 citations (with multiple marked Citation Satisfied), 1 license surrender, and 1 probation. Effective dates ranged from January 30, 2025 through December 23, 2025. Professional fiduciary licensees in California are subject to ongoing regulatory oversight including citation, surrender, and probation actions for violations of professional standards.
Professional fiduciary licensees in California should review the CA PFB enforcement record to understand the types of violations that resulted in citations, surrenders, and probation in 2025. Licensees currently under citation or probation terms should ensure all compliance conditions are fully satisfied and documented before year-end, as the bureau actively publishes enforcement outcomes.
What changed
The California Professional Fiduciaries Bureau compiled its 2025 enforcement record, documenting actions against 24 professional fiduciary licensees. Of the 21 citations issued, nine were marked as Citation Satisfied by year-end, indicating completed compliance. One licensee surrendered their license (Iris Ulrike Hecker, License 753, effective 02/24/2025), and one was placed on probation (Laura Lynn Rabb Jancola, License 1536, effective 02/27/2025). The remaining citations represent either ongoing enforcement matters or recent issuances without satisfaction status recorded.
Professional fiduciaries in California should be aware that the bureau actively publishes enforcement actions and that citation records remain publicly accessible through the Department of Consumer Affairs licensee search. Licensees subject to citation or probation should ensure all compliance conditions are met and documentation is current. Consumers engaging professional fiduciaries can use this public record to verify licensee standing and disciplinary history.
Archived snapshot
Apr 20, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
Disciplinary Actions and Citations Issued by the Professional
Fiduciaries Bureau in 2025
| Licensee/Applicants | License Number | Action Taken | Effective Date |
|---|---|---|---|
| Christina Kosik | 995 | Citation | |
| Status: Citation Satisfied | 01/30/2025 | ||
| Iris Ulrike Hecker | 753 | Surrender | 02/24/2025 |
| Laura Lynn Rabb Jancola | 1536 | Probation | 02/27/2025 |
| Jolynn Lima | 630 | Citation | |
| Status: Citation Satisfied | 03/25/2025 | ||
| Marlene Dennis | 557 | Citation | |
| Status: Citation Satisfied | 04/08/2025 | ||
| Zachary Young | 661 | Citation | 04/29/2025 |
| Margarita Maceda | 381 | Citation | 06/04/2025 |
| Janice K. Hall | 244 | Citation | 08/19/2025 |
| Yvonne Chavez | 838 | Citation | 08/19/2025 |
| Theodore Brody | 1176 | Citation | 9/03/2025 |
| Elaine Prann | 1326 | Citation | 9/03/2025 |
| Margaret Pinckard | 1184 | Citation |
Status:
Citation Satisfied | 9/03/2025 |
| Debra Anderson | 227 | Citation | 9/16/2025 |
| Sandra McMillan | 455 | Citation
Status: Citation Satisfied | 9/23/2025 |
| Janette Ann Brooks | 1315 | Citation
Status:
Citation Satisfied | 10/1/2025 |
| John Douglas | 1008 | Citation
Status: Citation Satisfied | 10/15/2025 |
| Annabelle Wilson | 178 | Citation | 10/15/2025 |
| Richard Huntington | 310 | Citation | 11/5/2025 |
Status: Citation Satisfied | 11/12/2025 |
| Linda Banta | 35 | Citation
Status: Citation Satisfied | 11/12/2025 |
| Christie R. Gough | 277 | Citation | 11/19/2025 |
| Tina Labebeh Antypas | 929 | Citation | 11/25/2025 |
| Brett Perkins | 1455 | Citation
Status: Citation Satisfied | 12/23/2025 |
| Trudy Edelson | 1372 | Citation
Status: Citation Satisfied | 12/23/2025 |
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Source document text, dates, docket IDs, and authority are extracted directly from CA PFB.
The summary, classification, recommended actions, deadlines, and penalty information are AI-generated from the original text and may contain errors. Always verify against the source document.
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