Beau Geste D'SIlva

Employer firm

Retirement Wellness Group CRD 297255

$527M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2018
  M Advisory Group
  Torrance, CA
• 09/2015 → 05/2018
  M Holdings Securities, Inc.
  Portland, OR
• 07/2018 → Present
  Retirement Wellness Group, Llc
  Newport Beach, CA

Previous Registrations

• 2016-01-25 → 2018-05-31
  M Holdings Securities, Inc.
  Torrance, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-03-25
• S65 Uniform Investment Adviser Law Examination
  2016-01-25

Other Names

• Beau Geste Dsilva