John Milo Overstreet

Current Employers

Employment History

• 06/2012 → Present
  Lincoln Investment
  Carlsbad, NM
• 05/2022 → Present
  Bco Wealth Management, Llc
  Carlsbad, NM
• 06/2012 → 10/2022
  Capital Analysts Inc
  Carlsbad, NM
• 06/2012 → 11/2022
  Lincoln Investment
  Carlsbad, NM

Previous Registrations

• 2012-06-05 → 2022-11-04
  Capital Analysts
  Carlsbad, NM
• 2005-05-04 → 2012-06-01
  Cincinnati Analysts, Inc.
  Carlsbad, NM
  Cincinnati, OH
• 1999-07-08 → 2005-05-04
  Osaic Fa, Inc.
  Carlsbad, NM

Other Businesses

INSURANCE POSITION: 100% OWNER/Agent NATURE: FIXED INSURANCE PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1996 ADDRESS: 412 N CANAL STREET, CARLSBAD NM 88220 DESCRIPTION: SALE AND REVEIW OF FIXED INCOME PRODUCTS ATEAM PRODUCTIONS POSITION: 100% MANAGING MEMBER NATURE: TAX SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1989 ADDRESS: 1507 N CANAL STREET, CARLSBAD NM 88220 DESCRIPTION: TAX RETURNS FOR FAMILY MEMBERS AND CLOSE FRIENDS COLE & OVERSTREET LLC POSITION: 50% MANANGING MEMBER NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1996 ADDRESS: 412 N CANAL ST, CARLSBAD NM 88220 DESCRIPTION: Holds commercial property leased OVERSTREET LLC POSITION: 80% MANAGING MEMBER NATURE: INVESMENTS FOR PERSONAL USE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2000 ADDRESS: 1507 commerical property leased N CANAL STREET, CARLSBAD NM 88220 DESCRIPTION: INVESTMENTS FOR MY FAMILY BURBA COLE OVERSTREET LLC POSITION: managing partner 50% NATURE: financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/1996 ADDRESS: 412 N Canal Street, Carlsbad NM 88220, United States DESCRIPTION: The firm manages employees and other related costs. The firm has some direct Fixed insurance business paid directly to the firm. BCO WEALTH MANAGEMENT, LLC POSITION: managing member, IAR, CCO, Co-owner NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 07/22/2022 ADDRESS: 412 N Canal St, Carlsbad NM 88220, United States DESCRIPTION: IRIA/IAR related services FIRST METHODIST CHURCH POSITION: member NATURE: serve on committees INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 207 N Halagueno, Carlsbad NM 88220, United States DESCRIPTION: at times I serve on the Finance Committee, Endowment Committee, and Church Council (the Council provides planning and implementing programs of nurture, outreach, witness and resources) other related committees as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-19
• S63 Uniform Securities Agent State Law Examination
  1998-06-16