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California Legislature · 2023-2024 Regular Session

AB 1262

Chaptered

Professional fiduciaries

Author: Marc Berman (D-AD23)
Show 1 co-author
Richard Roth (D-SD31)
Latest action: Chaptered (Oct 10, 2023) Chapter 680, Statutes of 2023
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Also in: 2025-2026 (Introduced) · 2021-2022 (Enrolled) · 2019-2020 (Amended Assembly) · 2017-2018 (Amended Senate)

Version history

6 versions — latest: Chaptered (Oct 10, 2023)

Action history

  1. Feb 16, 2023 Read first time. To print. Assembly
  2. Feb 17, 2023 From printer. May be heard in committee March 19. Assembly
  3. Mar 2, 2023 Referred to Com. on B. & P. Assembly
  4. Apr 20, 2023 From committee chair, with author's amendments: Amend, and re-refer to Com. on B. & P. Read second time and amended. Assembly
  5. Apr 24, 2023 Re-referred to Com. on B. & P. Assembly
  6. Apr 26, 2023 From committee: Do pass and re-refer to Com. on APPR. with recommendation: To Consent Calendar. (Ayes 16. Noes 0.) (April 25). Re-referred to Com. on APPR. Assembly
  7. May 10, 2023 In committee: Set, first hearing. Referred to APPR. suspense file. Assembly
  8. May 18, 2023 From committee: Do pass. (Ayes 15. Noes 0.) (May 18). Assembly
  9. May 18, 2023 Read second time. Ordered to third reading. Assembly
  10. May 25, 2023 Read third time. Passed. Ordered to the Senate. (Ayes 77. Noes 0. Page 1773.) Assembly
  11. May 26, 2023 In Senate. Read first time. To Com. on RLS. for assignment. Senate
  12. Jun 7, 2023 Referred to Coms. on B., P. & E. D. and JUD. Senate
  13. Jun 14, 2023 In committee: Hearing postponed by committee. Senate
  14. Jun 26, 2023 From committee: Do pass and re-refer to Com. on JUD. (Ayes 13. Noes 0.) (June 26). Re-referred to Com. on JUD. Senate
  15. Jul 5, 2023 From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on JUD. Senate
  16. Jul 6, 2023 Withdrawn from committee. Senate
  17. Jul 6, 2023 Re-referred to Com. on APPR. Senate
  18. Jul 6, 2023 In committee: Set, first hearing. Hearing canceled at the request of author. Senate
  19. Jul 7, 2023 In committee: Set, first hearing. Hearing canceled at the request of author. Senate
  20. Aug 14, 2023 In committee: Referred to APPR suspense file. Senate
  21. Sep 1, 2023 Read second time and amended. Ordered returned to second reading. Senate
  22. Sep 1, 2023 From committee: Amend, and do pass as amended. (Ayes 7. Noes 0.) (September 1). Senate
  23. Sep 5, 2023 Read second time. Ordered to third reading. Senate
  24. Sep 8, 2023 Ordered to special consent calendar. Senate
  25. Sep 13, 2023 Read third time. Passed. Ordered to the Assembly. (Ayes 39. Noes 0. Page 2767.). Senate
  26. Sep 13, 2023 In Assembly. Concurrence in Senate amendments pending. Assembly
  27. Sep 14, 2023 Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 80. Noes 0. Page 3553.). Assembly
  28. Sep 21, 2023 Enrolled and presented to the Governor at 3:30 p.m. Governor
  29. Oct 10, 2023 Approved by the Governor. Governor
  30. Oct 10, 2023 Chaptered by Secretary of State - Chapter 680, Statutes of 2023. Secretary of State

Votes recorded

3 votes
Sep 14, 2023 · Assembly Floor
AB 1262 Berman Concurrence in Senate Amendments
Tally
80 · 0 · 0
PASS
Democrat
61/0/0
Republican
18/0/0
Other
1/0/0
Aye (80)
Dawn Addis (D-AD30) Cecilia Aguiar-Curry (D-AD04) David Alvarez (D-AD80) Joaquin Arambula (D-AD31) Jasmeet Bains (D-AD35) Rebecca Bauer-Kahan (D-AD16) Steve Bennett (D-AD38) Marc Berman (D-AD23) Blanca Rubio (D-AD48) Mia Bonta (D-AD18) Isaac Bryan (D-AD55) Lisa Calderon (D-AD56) Sabrina Cervantes (D-AD58) Damon Connolly (D-AD12) Laura Friedman (D-AD44) Jesse Gabriel (D-AD46) Eduardo Garcia (D-AD36) Mike Gipson (D-AD65) Timothy Grayson (D-AD15) Matt Haney (D-AD17) Gregg Hart (D-AD37) Chris Holden (D-AD41) Jacqui Irwin (D-AD42) Corey Jackson (D-AD60) Reginald Byron Jones-Sawyer (D-AD57) Juan Carrillo (D-AD39) Ash Kalra (D-AD25) Alex Lee (D-AD24) Evan Low (D-AD26) Josh Lowenthal (D-AD69) Luz Rivas (D-AD43) Brian Maienschein (D-AD76) Kevin McCarty (D-AD06) Tina McKinnor (D-AD61) Mike Fong (D-AD49) Al Muratsuchi (D-AD66) Liz Ortega (D-AD20) Blanca Pacheco (D-AD64) Diane Papan (D-AD21) Gail Pellerin (D-AD28) Cottie Petrie-Norris (D-AD73) Sharon Quirk-Silva (D-AD67) James Ramos (D-AD45) Anthony Rendon (D-AD62) Eloise Gómez Reyes (D-AD50) Robert Rivas (D-AD29) Freddie Rodriguez (D-AD53) Miguel Santiago (D-AD54) Pilar Schiavo (D-AD40) Esmeralda Soria (D-AD27) Stephanie Nguyen (D-AD10) Philip Ting (D-AD19) Avelino Valencia (D-AD68) Carlos Villapudua (D-AD13) Christopher Ward (D-AD78) Akilah Weber Pierson (D-AD79) Wendy Carrillo (D-AD52) Buffy Wicks (D-AD14) Lori Wilson (D-AD11) Jim Wood (D-AD02) Rick Chavez Zbur (D-AD51) Juan Alanis (R-AD22) Phillip Chen (R-AD59) Laurie Davies (R-AD74) Diane Dixon (R-AD72) Bill Essayli (R-AD63) Heath Flora (R-AD09) James Gallagher (R-AD03) Josh Hoover (R-AD07) Jim Patterson (R-AD08) Joe Patterson (R-AD05) Tom Lackey (R-AD34) Devon Mathis (R-AD33) Megan Dahle (R-AD01) Kate Sanchez (R-AD71) Tri Ta (R-AD70) Vince Fong (R-AD32) Marie Waldron (R-AD75) Greg Wallis (R-AD47) Boerner
Sep 13, 2023 · Senate Floor
Special Consent AB1262 Berman et al. By Roth
Tally
39 · 0 · 1
PASS
Democrat
30/0/1
Republican
9/0/0
Other
0/0/0
Aye (39)
Benjamin Allen (D-SD24) Bob Archuleta (D-SD30) Angelique Ashby (D-SD08) Toni Atkins (D-SD39) Josh Becker (D-SD13) Catherine Blakespear (D-SD38) Steven Bradford (D-SD35) Dave Cortese (D-SD15) Bill Dodd (D-SD03) Maria Elena Durazo (D-SD26) Susan Talamantes Eggman (D-SD05) Steven Glazer (D-SD07) Lena Gonzalez (D-SD33) Melissa Hurtado (D-SD16) John Laird (D-SD17) Monique Limón (D-SD19) Mike McGuire (D-SD02) Caroline Menjivar (D-SD20) Dave Min (D-SD37) Josh Newman (D-SD29) Steve Padilla (D-SD18) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Susan Rubio (D-SD22) Nancy Skinner (D-SD09) Lola Smallwood-Cuevas (D-SD28) Henry Stern (D-SD27) Thomas Umberg (D-SD34) Aisha Wahab (D-SD10) Scott Wiener (D-SD11) Marie Alvarado-Gil (R-SD04) Brian Dahle (R-SD01) Shannon Grove (R-SD12) Brian Jones (R-SD40) Janet Nguyen (R-SD36) Roger Niello (R-SD06) Rosilicie Ochoa Bogh (R-SD23) Kelly Seyarto (R-SD32) Scott Wilk (R-SD21)
Abstain / Other (1)
Anna Caballero (D-SD14)
May 25, 2023 · Assembly Floor
AB 1262 Business and Professions Assembly Third Reading By BERMAN
Tally
77 · 0 · 3
PASS
Democrat
59/0/2
Republican
17/0/1
Other
1/0/0
Aye (77)
Dawn Addis (D-AD30) David Alvarez (D-AD80) Joaquin Arambula (D-AD31) Jasmeet Bains (D-AD35) Rebecca Bauer-Kahan (D-AD16) Steve Bennett (D-AD38) Marc Berman (D-AD23) Blanca Rubio (D-AD48) Mia Bonta (D-AD18) Isaac Bryan (D-AD55) Lisa Calderon (D-AD56) Sabrina Cervantes (D-AD58) Damon Connolly (D-AD12) Laura Friedman (D-AD44) Jesse Gabriel (D-AD46) Eduardo Garcia (D-AD36) Mike Gipson (D-AD65) Timothy Grayson (D-AD15) Matt Haney (D-AD17) Gregg Hart (D-AD37) Chris Holden (D-AD41) Jacqui Irwin (D-AD42) Corey Jackson (D-AD60) Reginald Byron Jones-Sawyer (D-AD57) Juan Carrillo (D-AD39) Ash Kalra (D-AD25) Alex Lee (D-AD24) Evan Low (D-AD26) Josh Lowenthal (D-AD69) Luz Rivas (D-AD43) Brian Maienschein (D-AD76) Kevin McCarty (D-AD06) Tina McKinnor (D-AD61) Mike Fong (D-AD49) Al Muratsuchi (D-AD66) Liz Ortega (D-AD20) Blanca Pacheco (D-AD64) Gail Pellerin (D-AD28) Cottie Petrie-Norris (D-AD73) Sharon Quirk-Silva (D-AD67) James Ramos (D-AD45) Anthony Rendon (D-AD62) Eloise Gómez Reyes (D-AD50) Robert Rivas (D-AD29) Freddie Rodriguez (D-AD53) Miguel Santiago (D-AD54) Pilar Schiavo (D-AD40) Esmeralda Soria (D-AD27) Stephanie Nguyen (D-AD10) Philip Ting (D-AD19) Avelino Valencia (D-AD68) Carlos Villapudua (D-AD13) Christopher Ward (D-AD78) Akilah Weber Pierson (D-AD79) Wendy Carrillo (D-AD52) Buffy Wicks (D-AD14) Lori Wilson (D-AD11) Jim Wood (D-AD02) Rick Chavez Zbur (D-AD51) Juan Alanis (R-AD22) Phillip Chen (R-AD59) Laurie Davies (R-AD74) Diane Dixon (R-AD72) Bill Essayli (R-AD63) Heath Flora (R-AD09) James Gallagher (R-AD03) Josh Hoover (R-AD07) Jim Patterson (R-AD08) Joe Patterson (R-AD05) Tom Lackey (R-AD34) Megan Dahle (R-AD01) Kate Sanchez (R-AD71) Tri Ta (R-AD70) Vince Fong (R-AD32) Marie Waldron (R-AD75) Greg Wallis (R-AD47) Boerner
Abstain / Other (3)
Cecilia Aguiar-Curry (D-AD04) Diane Papan (D-AD21) Devon Mathis (R-AD33)

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention AB 1262, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

Standalone search →
Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
10/01/2023–12/31/2023 Employer Report PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA AB 133 AB 979 AB 996 AB 1262 AB 1690 SB 133 SB 280 SB 372 SB 522 SB 801 SB 802 SB 818 SB 887 Professional Fiduciaries Bureau  Proposed Regulations regarding Licensure Fees #2877031
07/01/2023–09/30/2023 Employer Report PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA AB 133 AB 979 AB 996 AB 1262 AB 1690 SB 133 SB 280 SB 372 SB 522 SB 801 SB 802 SB 818 SB 887 Professional Fiduciaries Bureau  Proposed Regulations regarding Licensure Fees #2849611
04/01/2023–06/30/2023 Employer Report PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA AB 133 AB 979 AB 996 AB 1262 AB 1690 SB 133 SB 280 SB 372 SB 522 SB 801 SB 802 SB 818 SB 887 Professional Fiduciaries Bureau  Proposed Regulations regarding Licensure Fees #2823193
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
10/01/2023–12/31/2023 Firm Activity (payments) Professional Fiduciary Association of California DESMOND & DESMOND LLC $4,000 $817 $4,817 $38,688 AB 133 AB 979 AB 996 AB 1262 AB 1690 SB 133 SB 280 SB 372 SB 522 SB 801 SB 802 SB 818 SB 887 Professional Fiduciaries Bureau  Proposed Regulations regarding Licensure Fees #2876784
07/01/2023–09/30/2023 Firm Activity (payments) Professional Fiduciary Association of California DESMOND & DESMOND LLC $12,000 $453 $12,453 $33,872 AB 133 AB 979 AB 996 AB 1262 AB 1690 SB 133 SB 280 SB 372 SB 522 SB 801 SB 802 SB 818 SB 887 Professional Fiduciaries Bureau  Proposed Regulations regarding Licensure Fees #2849583
04/01/2023–06/30/2023 Firm Activity (payments) Professional Fiduciary Association of California DESMOND & DESMOND LLC $8,000 $383 $8,383 $21,419 AB 133 AB 979 AB 996 AB 1262 AB 1690 SB 133 SB 280 SB 372 SB 522 SB 801 SB 802 SB 818 SB 887 Professional Fiduciaries Bureau  Proposed Regulations regarding Licensure Fees #2823167