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22801 Longdown Road, Cupertino, CA 95014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| CA | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruneyard Financial Group, Inc. | Cupertino | CA | 06/2002 | Present |
| Pruneyard Financial Group, Inc. | Cupertino | CA | 09/2004 | Present |
| Modest Engine Llc | Cupertino | CA | 10/2021 | Present |
1) PRUNEYARD FINANCIAL GROUP, INC.; NOT INVESTMENT-RELATED; A REGISTERED ACCOUNTANCY CORPORATION IN CALIFORNIA APPR; START DATE 09/2004;APPROXIMATELY 20 HOURS PER WEEK, 10 HOURS DURING SECURITIES TRADING; TAX PLANNING & PREPARATION SERVICES. 2) MODEST ENGINE LLC; NOT INVESTMENT-RELATED; CUPERTINO, CA; STARTED 10/2021; MANAGING MEMBER; JOHN D. MASEGIAN IS PART OWNER OF MODEST ENGINE LLC. THIS LIMITED LIABILITY COMPANY WAS FORMED FOR THE PURPOSE OF LEASING THE OFFICE PROPERTY FROM WHICH THE FIRM CONDUCTS ITS BUSINESS. MR. MASEGIAN SPENDS APPROXIMATELY 1 HOUR PER MONTH ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-03 |
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