CA Professional Fiduciaries Bureau

2023 Licensee Disciplinary Actions: Citations, Accusations, Revocations

The California Professional Fiduciaries Bureau published its 2023 disciplinary actions against licensees, documenting 28 total enforcement actions including citations, accusations, and revocations. Actions ranged from January through November 2023. Notable outcomes include three revocations (Gail Greer License 143, Debra Rose License 796, Jeffrey Moore License 980) and one amended accusation (Donna Bogdanovich License 572).

2024 CA Fiduciary Disciplinary Actions and Citations

The California Professional Fiduciaries Bureau published a summary of 29 disciplinary actions and citations issued to licensees and applicants in 2024. Actions documented include 22 citations (all marked satisfied), 1 surrender, 1 revocation, 1 probation, 1 accusation, and 1 decision, with effective dates ranging from January through October 2024.

2025 Disciplinary Actions and Citations - 24 Licensees

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.