2023 Licensee Disciplinary Actions: Citations, Accusations, Revocations

Mon, 20 Apr 2026 18:04:00 +0000
Financial Services

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).