Melissa Jean Eugenio

Employer firm

Alexander Beard (Usa) Inc. CRD 134642

$48.9M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• GENERAL CONSULTING

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

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

Current Employers

Employment History

• 07/2012 → 09/2017
  Abd Retirement Services, Inc.
  San Mateo, CA
• 09/2017 → 10/2018
  Unemployed
  Half Moon Bay, CA
• 10/2018 → Present
  Alexander Beard (Usa), Llc.
  San Mateo, CA

Previous Registrations

• 2018-11-01 → 2018-12-31
  Alexander Beard (Usa) Inc.
  San Mateo, CA
• 2014-12-04 → 2017-10-02
  Newfront Retirement Services, Inc.
  San Mateo, CA
  San Francisco, CA
  San Mateo, CA
  San Francisco, CA
• 2012-07-27 → 2014-12-01
  Financial Telesis Inc
  San Rafael, CA
  San Mateo, CA
• 2011-11-30 → 2012-07-25
  Wells Fargo Insurance Services Investment Advisors, Inc.
  San Francisco, CA
  San Carlos, CA
  San Francisco, CA

Other Businesses

SELF-EMPLOYED YOGA INSTRUCTOR AT BEING YOGA. SINCE 06/2003. NOT INVESTMENT-RELATED. 1863 ELCAMINO REAL, BURLINGAME, CA. TITLE-BIKRAN YOGA INSTRUCTOR. DUTIES-TEACH ONE CLASS PER WEEK. 6 HOURS/MONTH. NO HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-29
• S63 Uniform Securities Agent State Law Examination
  1999-03-30