| Dec 29, 2014 | Professional Fiduciary Association of California | OTH | $5,000 |
| Jan 25, 2016 | Professional Fiduciary Association of California | OTH | $5,000 |
| Oct 18, 2012 | Professional Fiduciary Association of California | OTH | $5,000 |
| May 22, 2018 | Professional Fiduciary Association of California | OTH | $1,580 |
| May 18, 2015 | Receipts less than $100 received through an intermediary: Professional Fiduciary Association of California | OTH | $1,420 |
| Oct 1, 2022 | Verna, DonnaDonna J. Verna, NCG, CLPF | IND | $1,000 |
| Mar 6, 2023 | Professional Fiduciary Association of California (Administrative) | OTH | $797.64 |
| Feb 21, 2024 | Professional Fiduciary Association of California | OTH | $794.07 |
| Aug 20, 2024 | Professional Fiduciary Association of California | OTH | $736.95 |
| Jan 23, 2025 | Professional Fiduciary Association of California | OTH | $647.86 |
| Feb 24, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $626.79 |
| May 20, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $573.75 |
| Jan 30, 2023 | Professional Fiduciary Association of California (Administrative) | OTH | $573.4 |
| Jan 23, 2024 | Professional Fiduciary Association of California | OTH | $572.38 |
| Aug 23, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $547.23 |
| Sep 1, 2023 | Professional Fiduciary Association of California | OTH | $545.7 |
| May 3, 2022 | Balquist, JohnTurnstone Associates | IND | $500 |
| Oct 15, 2023 | Lambie, RichardRichard H. Lambie | IND | $500 |
| Dec 12, 2024 | Lambie, RichardRichard H. Lambie | IND | $500 |
| Feb 24, 2020 | Lambie, RichardRichard H. Lambie | IND | $500 |
| May 3, 2022 | Lambie, RichardRichard H. Lambie | IND | $500 |
| Feb 20, 2025 | Professional Fiduciary Association of California | OTH | $489.09 |
| Dec 10, 2024 | Professional Fiduciary Association of California | OTH | $467.16 |
| Jan 23, 2025 | Professional Fiduciary Association of California | OTH | $467.16 |
| Mar 23, 2023 | Professional Fiduciary Association of California (Administrative) | OTH | $439.11 |
| Apr 30, 2025 | Professional Fiduciary Association of California | OTH | $413.1 |
| Aug 7, 2024 | Professional Fiduciary Association of California | OTH | $400.35 |
| Nov 28, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $375.36 |
| Feb 24, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $373.48 |
| Mar 25, 2025 | Professional Fiduciary Association of California | OTH | $367.2 |
| May 25, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $364.8 |
| Sep 3, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $361.92 |
| Mar 8, 2013 | Professional Fiduciary Association of California | OTH | $350.6 |
| Mar 7, 2014 | Professional Fiduciary Association of California Administrative | OTH | $350 |
| Mar 8, 2013 | Professional Fiduciary Association of California | OTH | $350 |
| Mar 6, 2015 | Professional Fiduciary Association of California | OTH | $350 |
| May 23, 2025 | Professional Fiduciary Association of California | OTH | $344.25 |
| Jun 27, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $319.26 |
| Apr 24, 2023 | Professional Fiduciary Association of California (Administrative) | OTH | $299.88 |
| Aug 24, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $279.7 |
| Oct 30, 2016 | Professional Fiduciary Association of California Administrative | OTH | $277.1 |
| Aug 14, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $264.91 |
| Aug 14, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $264.91 |
| Sep 13, 2013 | Professional Fiduciary Association of California | OTH | $260.4 |
| Feb 26, 2016 | Professional Fiduciary Association of California Administrative | OTH | $260.4 |
| Mar 9, 2017 | Professional Fiduciary Association of California Administrative | OTH | $253.5 |
| Mar 21, 2024 | Professional Fiduciary Association of California | OTH | $252.45 |
| Apr 11, 2019 | First Probate | OTH | $250 |
| Feb 4, 2014 | Lambie, RichardRichard H. Lambie | IND | $250 |
| Apr 11, 2019 | New Wave Home Care | OTH | $250 |
| Mar 22, 2021 | Lambie, RichardRichard H. Lambie | IND | $250 |
| Oct 1, 2022 | Lambie, RichardRichard H. Lambie | IND | $250 |
| Nov 18, 2022 | Gopinathan, SanthoshNew Wave Home Care | IND | $250 |
| Oct 12, 2022 | Giffen, FranzaGiffen Fiduciary Services | IND | $250 |
| Apr 11, 2019 | Verna, NCG. CLPF, Donna J. | OTH | $250 |
| Feb 24, 2020 | Hamilton, HeatherFiduciary Accounting Services LLC | IND | $250 |
| Apr 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $248 |
| Mar 7, 2014 | Professional Fiduciary Association of California Administrative | OTH | $245.5 |
| Aug 31, 2016 | Professional Fiduciary Association of California Administrative | OTH | $245.2 |
| Aug 29, 2014 | Professional Fiduciary Association of California Administrative | OTH | $244.55 |
| Aug 23, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $240.3 |
| Mar 5, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $236.8 |
| Jan 12, 2024 | Professional Fiduciary Association of California | OTH | $225.42 |
| Apr 16, 2024 | Professional Fiduciary Association of California | OTH | $223.89 |
| Aug 28, 2015 | Professional Fiduciary Association of California | OTH | $217.95 |
| May 30, 2023 | Professional Fiduciary Association of California (Administrative) | OTH | $211.14 |
| Apr 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $207.3 |
| Feb 24, 2020 | Romer, MarcRe/Max Gold | IND | $200 |
| Apr 11, 2019 | Lambie, RichardRichard H. Lambie | IND | $200 |
| Feb 24, 2020 | Samuels, DaveCorinthian Wealth Management | IND | $200 |
| Feb 24, 2020 | Leung, AndreaAndrea Leung & Associates | IND | $200 |
| Apr 11, 2019 | Schomer Law Group APC | OTH | $200 |
| Jan 31, 2024 | Leung, AndreaAndrea Leung & Associates | IND | $200 |
| Jan 5, 2024 | Balquist, JohnTurnstone Associates | IND | $200 |
| May 3, 2022 | Giffen, FranzaGiffen Fiduciary Services | IND | $200 |
| Oct 3, 2023 | Allen, PaulPaul Allen | IND | $200 |
| Oct 2, 2023 | Earnest, RobertEarnest Trust Management | IND | $200 |
| Mar 11, 2023 | Valentine, KimberlyValentine Trust Management | IND | $200 |
| Oct 1, 2023 | Watson, MargaretMendocino Fiduciary | IND | $200 |
| Sep 15, 2017 | Professional Fiduciary Association of California Administrative | OTH | $199.1 |
| Mar 6, 2015 | Professional Fiduciary Association of California | OTH | $193.78 |
| Mar 23, 2018 | Professional Fiduciary Association of California | OTH | $190.05 |
| Jan 3, 2023 | Professional Fiduciary Association of California (Administrative) | OTH | $186.66 |
| Jun 24, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $183.9 |
| Oct 31, 2017 | Professional Fiduciary Association of California Administrative | OTH | $163.5 |
| Mar 28, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $160.14 |
| Feb 28, 2018 | Professional Fiduciary Association of California | OTH | $159.1 |
| Jul 31, 2017 | Professional Fiduciary Association of California Administrative | OTH | $153.5 |
| Apr 30, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $151.7 |
| Sep 27, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $150.78 |
| Oct 25, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $150.78 |
| Nov 24, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $150.78 |
| Nov 15, 2022 | Balquist, JohnTurnstone Associates | IND | $150 |
| Nov 26, 2024 | Dolch, DebraDebra J. Dolch Fiduciary Services | IND | $150 |
| Sep 17, 2024 | Professional Fiduciary Association of California | OTH | $147.9 |
| Mar 31, 2016 | Professional Fiduciary Association of California Administrative | OTH | $146.39 |
| Nov 28, 2023 | Professional Fiduciary Association of California | OTH | $145.86 |
| Mar 24, 2017 | Professional Fiduciary Association of California Administrative | OTH | $144.24 |
| Jan 23, 2025 | Professional Fiduciary Association of California | OTH | $142.8 |
| Nov 30, 2012 | Professional Fiduciary Association of California Administrative | OTH | $141.7 |
| Oct 2, 2023 | Professional Fiduciary Association of California | OTH | $140.76 |
| Jul 5, 2024 | Professional Fiduciary Association of California | OTH | $133.62 |
| Jun 19, 2014 | Professional Fiduciary Association of California Administrative | OTH | $130.8 |
| Oct 14, 2016 | Professional Fiduciary Association of California Administrative | OTH | $129.45 |
| Jul 22, 2024 | Professional Fiduciary Association of California | OTH | $128.52 |
| Aug 14, 2023 | Professional Fiduciary Association of California | OTH | $127.5 |
| Jul 3, 2023 | Professional Fiduciary Association of California | OTH | $127.5 |
| May 3, 2022 | Lyon, BarbReyOnB | IND | $125 |
| Jul 26, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $120.36 |
| May 20, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $120.36 |
| Jul 31, 2015 | Professional Fiduciary Association of California | OTH | $118.4 |
| Dec 14, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $117.9 |
| Jan 18, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $117.3 |
| Jan 3, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $117.3 |
| Jun 28, 2013 | Professional Fiduciary Association of California | OTH | $113.95 |
| Jul 12, 2013 | Professional Fiduciary Association of California | OTH | $113.95 |
| Jan 30, 2015 | Professional Fiduciary Association of California | OTH | $113.95 |
| Feb 28, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $113.8 |
| Jan 22, 2016 | Professional Fiduciary Association of California Administrative | OTH | $109.09 |
| Apr 15, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $106.5 |
| Nov 30, 2016 | Professional Fiduciary Association of California Administrative | OTH | $104.5 |
| Feb 22, 2013 | Professional Fiduciary Association of California | OTH | $103.1 |
| May 28, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $102.1 |
| Feb 15, 2017 | Professional Fiduciary Association of California Administrative | OTH | $101.17 |
| Mar 13, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $101 |
| Apr 30, 2014 | Professional Fiduciary Association of California Administrative | OTH | $100.4 |
| Jan 15, 2018 | Professional Fiduciary Association of California | OTH | $100.3 |
| Feb 12, 2014 | Marshall Fiduciary Services | OTH | $100 |
| Apr 11, 2019 | Fiduciary Services | OTH | $100 |
| Apr 11, 2019 | Los Angeles Philharmonic | OTH | $100 |
| Apr 11, 2019 | Private Trust Management Group | OTH | $100 |
| Apr 11, 2019 | Shivl Fiduciary Services, Shella | OTH | $100 |
| Feb 4, 2025 | Cronin, NancyPersonal Contract Services | IND | $100 |
| Feb 4, 2025 | Fiorito, FrankExclusive Estate Administration, Inc. | IND | $100 |
| Feb 4, 2025 | Klein, DeniseKlein Fiduciary Services | IND | $100 |
| Feb 24, 2025 | Alexander, PatriciaPrivate Trust Management Group | IND | $100 |
| Mar 22, 2021 | Alexander, PatriciaPrivate Trust Management Group | IND | $100 |
| Mar 22, 2021 | Atwood, PatriciaSafe Planners Inc. | IND | $100 |
| Mar 22, 2021 | Balquist, JohnTurnstone Associates | IND | $100 |
| Mar 22, 2021 | Bullard, DavidDB Fiduciary Services | IND | $100 |
| Mar 22, 2021 | Dolch, DebraFiduciary Services | IND | $100 |
| Mar 22, 2021 | Earnest, RobertEarnest Trust Management | IND | $100 |
| Mar 22, 2021 | Giffen, FranzaGiffen Fiduciary Services | IND | $100 |
| Mar 22, 2021 | Hanks, DavidNorth Coast Fiduciary | IND | $100 |
| Mar 22, 2021 | McClune, JeanFiduciary Advantage | IND | $100 |
| Mar 22, 2021 | Mcnamara, LeslieMcNamara Fiduciary Group | IND | $100 |
| Mar 22, 2021 | Ousley, MiaMia's Fiduciary Services | IND | $100 |
| Mar 22, 2021 | Samuels, DaveCorinthian Wealth Management | IND | $100 |
| Mar 22, 2021 | Verna, DonnaDonna J. Verna, NCG, CLPF | IND | $100 |
| Mar 22, 2021 | Watson, MargaretMendocino Fiduciary | IND | $100 |
| Mar 22, 2021 | White, DustyWhite Fiduciary Services | IND | $100 |
| Jan 12, 2023 | Shvil, StellaStella Shvil, PPF | IND | $100 |
| Feb 1, 2023 | Kanner, JanaBastion Fiduciary Services, Inc. | IND | $100 |
| Oct 1, 2022 | Klein, DeniseKlein Fiduciary Services | IND | $100 |
| Oct 1, 2022 | Schmierer, CaronFiduciary Resources, Inc. | IND | $100 |
| Oct 8, 2022 | Earnest, RobertEarnest Trust Management | IND | $100 |
| Oct 12, 2022 | De La Fuente, RyanEncina Fiduciary Services | IND | $100 |
| Oct 12, 2022 | Jamison, LaurieLaurie Jamison Professional Fiduciary | IND | $100 |
| Nov 10, 2022 | Freedman-Harvey, GaryGeriatric Psychology | IND | $100 |
| Nov 14, 2022 | McClune, JeanFiduciary Advantage | IND | $100 |
| Nov 15, 2022 | Miller, RonSelect Fiduciary Group LLC | IND | $100 |
| Nov 16, 2022 | Cronin, NancyPersonal Contract Services | IND | $100 |
| Nov 20, 2022 | Watson, MargaretMendocino Fiduciary | IND | $100 |
| Nov 28, 2022 | Dolch, DebraDebra J Dolch Fiduciary Services | IND | $100 |
| Dec 1, 2022 | Rubin, JasonCertified Strategies, Inc. | IND | $100 |
| Dec 22, 2022 | Isaak, TanyaIsaak Fiduciary | IND | $100 |
| Dec 28, 2022 | Grimes, JohnGrimes and Company | IND | $100 |
| Oct 2, 2023 | Storz, MichaelStorz Fiduciary Services | IND | $100 |
| Oct 3, 2023 | Dale, TerriThe Dale Law Firm, PC | IND | $100 |
| Oct 10, 2023 | Buckley, GreggPacific Horizon Real Estate Services | IND | $100 |
| Oct 13, 2023 | Cronin, NancyPersonal Contract Services | IND | $100 |
| Oct 30, 2023 | McClune, JeanFiduciary Advantage | IND | $100 |
| Feb 24, 2020 | Balquist, JohnJohn M. Balquist | IND | $100 |
| Feb 24, 2020 | Dolch, DebraFiduciary Services | IND | $100 |
| Feb 24, 2020 | Dunham, JeanFiduciary Advantage | IND | $100 |
| Feb 24, 2020 | Earnest, RobertEarnest Trust Management | IND | $100 |
| Feb 24, 2020 | Giffen, FranzaGiffen Fiduciary Services | IND | $100 |
| Feb 24, 2020 | Shvil, StellaStella Shvil, PPF | IND | $100 |
| Feb 24, 2020 | Stephens, MichaelMichael Stephens, Realtor With Highland Partners | IND | $100 |
| Feb 24, 2020 | Valentine, KimberleyValentine Trust Management | IND | $100 |
| Feb 24, 2020 | Watson, MargaretMendocino Fiduciary | IND | $100 |
| Feb 24, 2020 | White, DustyWhite Fiduciary Services | IND | $100 |
| May 3, 2022 | Alexander, PatriciaPrivate Trust Management Group | IND | $100 |
| May 3, 2022 | Bullard, DavidDB Fiduciary Services | IND | $100 |
| May 3, 2022 | Cronin, NancyPersonal Contract Services | IND | $100 |
| May 3, 2022 | Dolch, DebraDebra J Dolch Fiduciary Services | IND | $100 |
| May 3, 2022 | Earnest, RobertEarnest Trust Management | IND | $100 |
| May 3, 2022 | Fiorito, FrankExclusive Estate Administration, Inc. | IND | $100 |
| May 3, 2022 | Freedman-Harvey, GaryGeriatric Psychology | IND | $100 |
| May 3, 2022 | Grimes, JohnGrimes and Company | IND | $100 |
| May 3, 2022 | Klane, PetraKlane Money Management | IND | $100 |
| May 3, 2022 | Klein, DanielleLaw Office of Raoul J. LeClerc | IND | $100 |
| May 3, 2022 | Lassahn, T. AnneLassahn Fiduciary Services | IND | $100 |
| May 3, 2022 | Leung, AndreaAndrea Leung & Associates | IND | $100 |
| May 3, 2022 | Leung, AndreaAndrea Leung & Associates | IND | $100 |
| May 3, 2022 | McClune, JeanFiduciary Advantage | IND | $100 |
| May 3, 2022 | Mcnamara, LeslieMcNamara Fiduciary Group | IND | $100 |
| May 3, 2022 | Nee, DavidDavid Nee & Associates LLC | IND | $100 |
| May 3, 2022 | Newman, RichardCalifornia Fiduciary Services | IND | $100 |
| May 3, 2022 | Novak, MichaelProFiduciary, Inc | IND | $100 |
| May 3, 2022 | Ousley, MiaMia's Fiduciary Services | IND | $100 |
| May 3, 2022 | Slaughter, SteviePaige Fiduciary Services | IND | $100 |
| May 3, 2022 | Stephens, MichaelMichael Stephens, Realtor With Highland Partners | IND | $100 |
| May 3, 2022 | Storz, MichaelStorz Fiduciary Services | IND | $100 |
| May 3, 2022 | Talken, KenN/A | IND | $100 |
| May 3, 2022 | Verna, DonnaDonna J. Verna, NCG, CLPF | IND | $100 |
| Feb 24, 2020 | Douglas, JohnDouglas Fiduciary | IND | $100 |
| May 3, 2022 | Shvil, StellaStella Shvil, PPF | IND | $100 |
| Feb 4, 2014 | Callaway, LindaElder Care Options | IND | $100 |
| Apr 11, 2019 | Fiduciary Real Estate Services | OTH | $100 |
| Jan 5, 2024 | Bullard, DavidDB Fiduciary Services | IND | $100 |
| Jan 5, 2024 | Stephens, MichaelCorcoan Global Living | IND | $100 |
| Jan 25, 2024 | Verna, DonnaDonna J. Verna, NCG, CLPF | IND | $100 |
| Jan 26, 2024 | Ousley, MiaMia's Fiduciary Services | IND | $100 |
| Feb 16, 2024 | Grimes, JohnGrimes and Company | IND | $100 |
| Feb 16, 2024 | Jamison, LaurieLaurie Jamison Professional Fiduciary | IND | $100 |
| Feb 16, 2024 | Noll, MichaelMichael Noll & Associates | IND | $100 |
| Feb 16, 2024 | Reilly, KirstenKirsten Reilly Real Estate LLC | IND | $100 |
| Dec 12, 2024 | Earnest, RobertEarnest Trust Management | IND | $100 |
| Dec 12, 2024 | Klane, PetraKlane Money Management | IND | $100 |
| Dec 12, 2024 | Verna, DonnaDonna J. Verna, NCG, CLPF | IND | $100 |
| Jun 29, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $99 |
| Oct 3, 2022 | Professional Fiduciary Association of California (Administrative) | OTH | $93.84 |
| Jun 26, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $91.4 |
| Sep 13, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $91 |
| Dec 31, 2016 | Professional Fiduciary Association of California Administrative | OTH | $89.4 |
| Jan 4, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $89 |
| Jun 24, 2016 | Professional Fiduciary Association of California Administrative | OTH | $89 |
| Mar 28, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $89 |
| Feb 28, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $89 |
| Oct 13, 2017 | Professional Fiduciary Association of California Administrative | OTH | $89 |
| Jan 15, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $88.52 |
| Jan 31, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $88 |
| Aug 9, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $86.52 |
| May 28, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $81.2 |
| May 27, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $80 |
| Apr 20, 2018 | Professional Fiduciary Association of California | OTH | $76.5 |
| Jul 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $76.1 |
| Jul 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $76.1 |
| Oct 15, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $75.9 |
| Dec 28, 2017 | Professional Fiduciary Association of California Administrative | OTH | $75.79 |
| Nov 23, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $75.7 |
| Jan 29, 2021 | Professional Fiduciary Association of California (Administrative) | OTH | $75.7 |
| Sep 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $75.7 |
| Nov 23, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $75.7 |
| Sep 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $75.7 |
| Jul 15, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $75.5 |
| Jan 15, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $75.5 |
| Dec 26, 2022 | Fiorito, FrankExclusive Estate Administration, Inc. | IND | $75 |
| Jul 5, 2017 | Professional Fiduciary Association of California Administrative | OTH | $74.5 |
| Apr 28, 2017 | Professional Fiduciary Association of California Administrative | OTH | $74.5 |
| May 31, 2017 | Professional Fiduciary Association of California Administrative | OTH | $74.5 |
| Feb 28, 2018 | Professional Fiduciary Association of California | OTH | $74.5 |
| Apr 29, 2016 | Professional Fiduciary Association of California Administrative | OTH | $74.5 |
| Jul 29, 2016 | Professional Fiduciary Association of California Administrative | OTH | $74.5 |
| Oct 15, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $73.3 |
| Jul 13, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $72.5 |
| Nov 30, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $72.5 |
| Sep 28, 2018 | Professional Fiduciary Association of California (Administrative) | OTH | $72.5 |
| Nov 3, 2023 | Professional Fiduciary Association of California | OTH | $66.3 |
| Nov 23, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $60.2 |
| Nov 23, 2020 | Professional Fiduciary Association of California (Administrative) | OTH | $60.2 |
| Nov 22, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $60 |
| May 27, 2016 | Professional Fiduciary Association of California Administrative | OTH | $60 |
| Mar 28, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $60 |
| May 24, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $60 |
| Oct 13, 2022 | Stephens, MichaelCorcoan Global Living | IND | $50 |
| Dec 31, 2022 | Ousley, MiaMia's Fiduciary Services | IND | $50 |
| Nov 19, 2024 | Kanner, JanaBastion Fiduciary Services, Inc. | IND | $50 |
| Nov 30, 2022 | Hoggan, WilliamHoggan Fiduciary Services | IND | $50 |
| Dec 2, 2022 | Powell, ClaudiaClaudia Powell, CLPF, NCG | IND | $50 |
| Jan 8, 2014 | Mason, CecillaCecilla Mason | IND | $50 |
| Feb 4, 2014 | Mason, CecillaCecilla Mason | IND | $50 |
| Feb 4, 2014 | DiLillo, MaryFiduciary Associates | IND | $50 |
| Dec 5, 2022 | Klane, PetraKlane Money Management | IND | $50 |
| Jan 8, 2014 | DiLillo, MaryFiduciary Associates | IND | $50 |
| Dec 6, 2022 | Page, ElliePage Fiduciary Services | IND | $50 |
| Dec 26, 2022 | Bullard, DavidDB Fiduciary Services | IND | $25 |
| Feb 28, 2018 | Professional Fiduciary Association of California | OTH | $14.5 |
| Jan 4, 2019 | Professional Fiduciary Association of California (Administrative) | OTH | $7.4 |