Bureau Meetings/Agendas/Minutes
View the Professional Fiduciary Meeting Webcast
Meeting Date | Location | Agenda/Materials | Minutes | Webcast |
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December 10, 2025 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
TBD | ||
September 10, 2025 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
TBD | ||
June 11, 2025 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
TBD | ||
March 12, 2025 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
TBD | ||
December 11, 2024 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
Agenda | ||
September 11, 2024 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
Agenda Materials |
Webcast | |
June 12, 2024 | Advisory Committee Meeting El Dorado Room, 2nd Floor, Suite N–220 Sacramento, CA 95834 |
Agenda Materials | Minutes | Webcast |
March 19, 2024 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd, 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
Agenda Materials | Minutes | Webcast |
December 13, 2023 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join |
Agenda Materials |
Minutes | Webcast |
September 27, 2023 | Advisory Committee Meeting Department of Consumer Affairs 1625 North Market Blvd 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |
August 3, 2023 | Fee Increase and Initial Licensing Period In Person: Department of Consumer Affairs 1625 North Market Blvd 1st Floor Hearing Room, Suite S–102 Sacramento, CA 95834 WebEx: https://dca-meetings.webex.com/dca-meetings/j.php?MTID=mf065d6ba7ac8554de114fc48d1bb1998 If joining using the link above Webinar number: 2495 003 7966 Webinar password: PFB08032023 If joining by phone +1–415–655–0001 US Toll Access code: 249 500 37966 Passcode: 73208032 |
Materials | Webcast | |
June 21, 2023 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join |
Agenda Materials | Minutes | Webcast |
March 15, 2023 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join |
Agenda Additional Materials for Agenda Item #5 Additional Materials for Agenda Item #6 Additional Materials for Agenda Item #7 Additional Materials for Agenda Item #9a Additional Materials for Agenda Item #9b Additional Materials for Agenda Item #10 Additional Materials for Agenda Item #11 Bullet 1 Additional Materials for Agenda Item #11 Bullet 2 Additional Materials for Agenda Item #13 |
Minutes | Webcast |
December 7, 2022 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join |
Agenda Materials |
Minutes | Webcast |
September 14, 2022 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join |
Agenda Additional Materials for Agenda Item #5 Additional Materials for Agenda Item #6 Additional Materials for Agenda Item #8a Additional Materials for Agenda Item #8b Additional Materials for Agenda Item #9 Additional Materials for Agenda Item #10 |
Minutes | Webcast |
June 22, 2022 | Canceled |
Materials | ||
March 9, 2022 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join |
Agenda Materials Additional Materials – Agenda Item #9 |
Minutes | Webcast |
December 28, 2021 | NOTICE OF PROPOSED REGULATORY ACTION CONCERNING: INACTIVE OR RETIRED LICENSE
STATUS WebEx Meeting: https://dca-meetings.webex.com/dca-meetings/j.php?MTID=mceb9601cbe1ac1ec58432d921b1dca5c If joining using the link above: Event number: 2483 049 8249 Event password: PFB12282021 If joining by phone: +1–415–655–0001 US Toll Access Code: 248 304 98249 Passcode: 73212282 During hearing, use *3 to raise/lower hand |
Regulation Notice (As published in the Office of
Administrative Law's California Regulatory Notice Register (Register 2021, Number
Z–2021–1102–16, on
Friday, November 12, 2021)) Initial Statement of Reasons Proposed Language |
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December 8, 2021 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda Additional Materials for Agenda Item #5 Additional Materials for Agenda Item #6 Additional Materials for Agenda Item #8a Additional Materials for Agenda Item #8b Additional Materials for Agenda Item #9 Additional Materials for Agenda Item #10 Bullet 1 Additional Materials for Agenda Item #10 Bullet 5 Additional Materials for Agenda Item #11 |
Minutes | Webcast |
September 15, 2021 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda Additional Materials for Agenda Item #5 Additional Materials for Agenda Item #6 Additional Materials for Agenda Item #8a Additional Materials for Agenda Item #8b Additional Materials for Agenda Item #9 Additional Materials for Agenda Item #10 Bullet 1 Additional Materials for Agenda Item #10 Bullet 3 Additional Materials for Agenda Item #10 Bullet 7 Additional Materials for Agenda Item #10 Bullet 8 Additional Materials for Agenda Item #11 |
Minutes | Webcast |
June 23, 2021 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda Materials |
Minutes | Webcast |
June 18, 2021 | NOTICE OF PROPOSED REGULATORY ACTION CONCERNING: CLIENT NOTIFICATION WebEx Meeting Instructions to Join Meeting |
Regulation Notice (As
published in the Office of Administrative Law’s California Regulatory Notice Register) (Register
2021, Number Z–2021–0413–06, on Friday, April 23, 2021) Initial Statement of Reasons Proposed Language | ||
March 10, 2021 | Advisory Committee Meeting WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda Materials |
Minutes | Webcast |
December 2, 2020 | WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda and Materials | Minutes | Webcast |
September 2, 2020 | WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda Materials |
Minutes | Webcast |
June 17, 2020 | WebEx Meeting See Agenda for Instructions to Join Meeting |
Agenda Materials |
Minutes | Webcast |
March 18, 2020 CANCELLED |
Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Webcast | ||
November 13, 2019 CANCELLED |
Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
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August 14, 2019 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |
May 29, 2019 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |
January 9, 2019 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |
November 7, 2018 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |
August 15, 2018 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |
June 20, 2018 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials Additional Materials for Agenda Item #8 |
Minutes | Webcast |
March 29, 2018 | Advisory Committee Meeting Department of Consumer Affairs–HQ2 1747 North Market Boulevard, 1st Floor Hearing Room Sacramento, CA 95834 |
Agenda Materials |
Minutes | Webcast |