Derek Quinn Overstreet

Current Employers

Employment History

• 11/2002 → Present
  New Millennium Group, Llc
  Sandy, UT
• 12/2014 → 01/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 01/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2019 → Present
  New Millennium Group
  Sandy, UT
• 08/1999 → Present
  New Millennium Insurance Group, Inc
  Sandy, UT

Previous Registrations

• 2018-01-10 → 2020-10-14
  Ae Wealth Management, Llc
  Sandy, UT
• 2014-12-16 → 2018-01-10
  Global Financial Private Capital, Inc.
  Sandy, UT
  Sarasota, FL

Other Businesses

1.NEW MILLENNIUM GROUP INSURANCE, INC; PRES/OWNER, INVESTMENT RELATED; 10050 S. STATE ST. SANDY, UT 84070; SALES OF LIFE INSURANCE AND FIXED ANNUITIES, MARKETING 2. AUTHOR OF STOP WORKING AND START LIVING. RECEIVES COMPENSATION FROM BOOK SALES. SPENDS 1 HOUR PER MONTH ON THIS ACTIVITY. 3. UTAH INVESTMENT PARTNERS, LLC. MANAGING MEMBER- PERSONAL REAL ESTATE HOLDINGS. NOT INVESTMENT RELATED. SPENDS LESS THAN 5% OF TIME EACH MONTH ON THIS ACTIVITY. 4. 10050 SOUTH STATE, LLC. MANAGING MEMBER- PERSON REAL ESTATE HOLDINGS. NOT INVESTMENT RELATED. SPENDS LESS THAN 5% OF TIME EACH MONTH ON THIS ACTIVITY. 5.NM Marketing - Owner, Non-investment related, entity used for radio advertising, television and the previous mentioned book publishing. All advertising that is affiliated with the firm will be reviewed and approved by the Chief Compliance Officer and retained as books and records for the firm. 6. Montana Management Company, LLC. MANAGING MEMBER- PERSON REAL ESTATE HOLDINGS. NOT INVESTMENT RELATED. SPENDS LESS THAN 5% OF TIME EACH MONTH ON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-20