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John E Simpson

Preneed Advisory, LLC

Newport Beach, CA

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Current Employers
Preneed Advisory, Llc

24 Corporate Plaza #180, Newport Beach, CA 92663 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-08
  • CA RA
    APPROVED
    Since 2026-01-08

Branch Locations

24 Corporate Plaza #180, Newport Beach, CA 92663 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
California Credits Group, Llc Pasadena CA 06/2002 Present
Rentreporters, Llc Pasadena CA 01/2017 Present
  • 06/2002 → Present
    California Credits Group, Llc
    Pasadena, CA
  • 01/2017 → Present
    Rentreporters, Llc
    Pasadena, CA
Other Businesses

California Credits Group, LLC - Investment related: No / Address: 24 Corporate Plaza, #180, Newport Beach, CA 92660 / Nature of Business: Tax Credit Consulting / Title: CEO / Start Date: 06/01/2002 / No. of Hours per Month: 120 hours / No. of Hours during securities trading hours: 4 / Duties: CEO managing business operations RentReporters, LLC - Investment related: No / Address: 24 Corporate Plaza, #180, Newport Beach, CA 92660 / Nature of Business: Rental Reporting / Title: CEO / Start Date: 01/17/2017 / No. of Hours per Month: 120 hours / No. of Hours during securities trading hours: 4 / Duties: CEO managing business operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-11
  • S65 Uniform Investment Adviser Law Examination
    2025-12-11

View on SEC IAPD

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