President, Treasurer & Chief Compliance Officer · Pruneyard Financial Group, Inc.
John D. Masegian
CRD 4782088 · Named on Form ADV at one SEC-registered adviser
At a glance
Pruneyard Financial Group, Inc., an SEC-registered wealth manager based in Cupertino, CA with $91 million in regulatory assets, lists John D. Masegian on its Form ADV as President, Treasurer & Chief Compliance Officer, a control person.
Firms and roles
- Pruneyard Financial Group, Inc.President, Treasurer & Chief Compliance OfficerWealth manager · Cupertino, CA · $91M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.