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Bureau reports rising applications, 133 complaints pending and new outreach tools

2638394 · March 14, 2025
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Summary

The Professional Fiduciary Bureau reported increased applications, licensing processing-time statistics, enforcement caseload totals (133 complaints pending, 52 closed), four citations issued, and new outreach including a winter 2025 newsletter and materials for a professional association conference.

The Professional Fiduciary Bureau on March 12 briefed its advisory committee on licensing, enforcement statistics and outreach efforts, reporting increased application activity and a continuing enforcement caseload.

Terry McClain, the bureau program manager, said the bureau has issued a total of 1,485 licenses since February. McClain noted a correction to the statistical materials’ date (the materials are dated Sept. 2024 in the packet but should read Dec. 31, 2024) and said the bureau runs quarterly snapshots that can fluctuate with renewals and status changes.

McClain reported application processing times and renewals as presented in the…

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