The Guardianship Accounting Registry assigns a verification level to each listing based on the depth of credential validation completed. Verification levels are defined in Professional Directory Standards v2.0 published by JimmyWagner.com.
Level 1 — Self-Reported
Professional information submitted by the attorney without independent verification. Data reflects the professional’s own representation of their credentials.
Documentation Standard:
- Information accepted as submitted
- No independent validation performed
- Listing clearly labeled as “Level 1 — Self-Reported”
Review Frequency:
Self-reported data is accepted on submission. It is not independently re-validated unless the listing is upgraded to Level 2 or Level 3.
Level 2 — License Verified
Professional license verified against official state bar records. License number, admission date, jurisdiction, and current status confirmed.
Documentation Standard:
- License number checked against issuing authority database
- Status confirmed: Active, Inactive, or Suspended
- Admission date and jurisdiction verified
- Verification date and source recorded
Review Frequency:
Quarterly re-validation against official state bar records.
Level 3 — License + Disciplinary Review
License validated plus disciplinary history checked against official state bar disciplinary records. Includes summary status and source reference.
Documentation Standard:
- All Level 2 requirements
- Disciplinary history reviewed against public records
- Summary status: No Public Discipline / Public Discipline Found
- Source reference to disciplinary authority records
- Review date documented
Review Frequency:
Quarterly license re-validation. Annual disciplinary record review.
Downgrade Triggers
A listing may be downgraded from a higher verification level under the following circumstances:
- Issuing authority database becomes unavailable for re-validation
- License status cannot be confirmed in a verification cycle
- Disciplinary records become inaccessible
- Material discrepancy found between listing data and official records
Downgrades are documented with date and reason. Upgraded re-verification may restore the previous level.