republic-os/legislation/us/states/ca/20112012/ab-997.md

type, title, description, jurisdiction, legislature, session, identifier, citation, classification, subjects, status, primary_sponsors, version_count, action_count, vote_count, first_action, last_action, source, source_identifier, source_url, source_hash, vintage, source_snapshot, retrieved_at, confidence, tags

type	title	description	jurisdiction	legislature	session	identifier	citation	classification	subjects	status	primary_sponsors	version_count	action_count	vote_count	first_action	last_action	source	source_identifier	source_url	source_hash	vintage	source_snapshot	retrieved_at	confidence	tags
Bill	Professional fiduciaries.	Existing law, the Professional Fiduciaries Act, provides for the licensure and regulation of professional fiduciaries by the Professional Fiduciaries Bureau within the Department of Consumer Affairs. Existing law defines the term "professional fiduciary" and specifies those entities excluded from that term.	us/states/ca	California Legislature	20112012	AB 997	California AB 997 (20112012)	bill	Professional fiduciaries.	enacted	Wagner	8	24	7	2011-02-18	2011-09-26	openstates	ocd-bill/3748ff14-2b23-4694-a5ca-eb06e798e3c1	http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201120120AB997	6de21e9a62fa22a03772f113b849393a696ba2367ea8cab3780e2f1b74e6c049	2026-07-01	https://data.openstates.org/daily/2026-07-01/public.pgdump	2026-07-06	reported	legislation bill us-ca

California AB 997 (20112012) — Professional fiduciaries.

Existing law, the Professional Fiduciaries Act, provides for the licensure and regulation of professional fiduciaries by the Professional Fiduciaries Bureau within the Department of Consumer Affairs. Existing law defines the term "professional fiduciary" and specifies those entities excluded from that term.

Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. 02/18/11 - Introduced (filed) — source
2. 03/31/11 - Amended Assembly (committee substitute) — source
3. 04/11/11 - Amended Assembly (committee substitute) — source
4. 05/09/11 - Amended Assembly (committee substitute) — source
5. 06/28/11 - Amended Senate (committee substitute) — source
6. 09/26/11 - Chaptered (committee substitute) — source
7. AB997 (committee substitute) — source
8. 08/29/11 - Enrolled (enrolled) — source

Votes

• Do pass and be re-referred to the Committee on Business, Professions and Consumer Protection to Consent Calendar. — 10–0 (pass) · lower
• AB 997 WAGNER Consent Calendar Second Day — 70–0 (pass) · lower
• 3rd Reading AB997 Wagner By Harman — 37–0 (pass) · upper
• AB 997 WAGNER Concurrence in Senate Amendments — 76–0 (pass) · lower
• Do pass, but re-refer to the Committee on Appropriations. — 5–0 (pass) · upper
• Do pass as amended, to Consent Calendar. — 17–0 (pass) · lower
• Do pass and be re-referred to the Committee on Appropriations. — 9–0 (pass) · lower

Sponsors

• Wagner — primary (person)
• Feuer — coauthor (person)
• Harman — coauthor (person)
• Jeffries — coauthor (person)

Timeline

The legislative action history — every referral, reading, and vote.

• 2011-02-18 Read first time. To print. reading-1
• 2011-02-20 From printer. May be heard in committee March 22.
• 2011-03-10 Referred to Com. on JUD. referral-committee
• 2011-03-31 From committee chair, with author's amendments: Amend, and re-refer to Com. on JUD. Read second time and amended. reading-2, amendment-introduction, reading-1, amendment-passage
• 2011-04-04 Re-referred to Com. on JUD. referral-committee
• 2011-04-05 From committee: Do pass and re-refer to Com. on B., P. & C.P. with recommendation: to consent calendar. (Ayes 10. Noes 0.) (April 5). Re-referred to Com. on B., P. & C.P. referral-committee, committee-passage, committee-passage-favorable
• 2011-04-11 From committee chair, with author's amendments: Amend, and re-refer to Com. on B., P. & C.P. Read second time and amended. reading-2, amendment-introduction, reading-1, amendment-passage
• 2011-04-12 Re-referred to Com. on B., P. & C.P. referral-committee
• 2011-04-26 From committee: Do pass and re-refer to Com. on APPR. (Ayes 9. Noes 0.) (April 26). Re-referred to Com. on APPR. referral-committee, committee-passage, committee-passage-favorable
• 2011-05-05 From committee: Do pass as amended. To consent calendar. (Ayes 17. Noes 0.) (May 4). amendment-passage, committee-passage, committee-passage-favorable
• 2011-05-09 Read second time and amended. Ordered to second reading. reading-2, reading-1, amendment-passage
• 2011-05-10 Read second time. Ordered to consent calendar. reading-2, reading-1
• 2011-05-12 Read third time. Passed. Ordered to the Senate. (Ayes 70. Noes 0. Page 1357.) reading-3, reading-1, passage
• 2011-05-12 In Senate. Read first time. To Com. on RLS. for assignment. reading-1
• 2011-05-26 Referred to Com. on JUD. referral-committee
• 2011-06-14 From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0.) (June 14). Re-referred to Com. on APPR. referral-committee, committee-passage, committee-passage-favorable
• 2011-06-27 From committee: Be placed on second reading file pursuant to Senate Rule 28.8 and be amended. committee-passage, amendment-passage
• 2011-06-28 Read second time and amended. Ordered to third reading. reading-2, reading-1, amendment-passage
• 2011-08-22 Read third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 2007.). reading-3, reading-1, passage
• 2011-08-22 In Assembly. Concurrence in Senate amendments pending. May be considered on or after August 24 pursuant to Assembly Rule 77.
• 2011-08-25 Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 76. Noes 0. Page 2559.). committee-passage-favorable, amendment-passage
• 2011-08-31 Enrolled and presented to the Governor at 1:30 p.m.
• 2011-09-26 Approved by the Governor. executive-signature
• 2011-09-26 Chaptered by Secretary of State - Chapter 323, Statutes of 2011.

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/3748ff14-2b23-4694-a5ca-eb06e798e3c1. Confidence: reported (aggregated from official California legislature records).