2023 Fiduciary Complaints

2023 Fiduciary Complaints Complaints are listed by the year in which they were closed.
Licensed Fiduciary	Complaint Number	Investigative Summary & Board Action
Andrew Stone	20-0011, 20-0012 and 21-0012	Investigation Summary and Letter of Concern - Stone
Patricia Flores	20-0003	Investigation Summary and Letter of Concern - Flores
East Valley Fiduciary Services, Inc. and Michael Bogle	20-0011 and 20-0012	Consent Agreement and Investigation Summary - East Valley Fiduciary Services, Inc. and Michael Bogle
Nicole Corona	21-0009	Consent Agreement and Investigation Summary - Corona