Bureau Meetings/Agendas/Minutes

View the Professional Fiduciary Meeting Webcast

Meeting Date Location Agenda/Materials Minutes Webcast
December 11, 2024 Advisory Committee Meeting
TBD
TBD
   
September 11, 2024 Advisory Committee Meeting
El Dorado Room, 2nd Floor, Suite N-220
Sacramento, CA 95834
TBD
   
June 12, 2024 Advisory Committee Meeting
El Dorado Room, 2nd Floor, Suite N-220
Sacramento, CA 95834
Agenda
Materials
  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
  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
   
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
     
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