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Armand Michel Overstreet

New Millennium Group

Sandy, UT

Sandy, UT

CRD 7286762

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Employer firm

New Millennium Group CRD 299249

$257M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING

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

Current Employers
New Millennium Group

10050 South State Street, Sandy, UT 84070 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-01-30
  • UT RA
    APPROVED
    Since 2024-01-30

Branch Locations

10050 South State Street, Sandy, UT 84070 • United States

10050 South State Street, Sandy, UT 84070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Millennium Insurance Group Sandy UT 10/2018 03/2021
New Millennium Group Sandy UT 08/2020 03/2021
Symantec Draper UT 04/2017 10/2018
Costco Lehi UT 10/2015 10/2016
Utah Army National Guard Bluffdale UT 08/2014 08/2022
Utah Valley University Orem UT 05/2013 04/2018
Massmutual Life Insurance Company Lehi UT 05/2021 03/2022
Mml Investors Services Llc Lehi UT 06/2021 03/2022
Commonwealth Financial Network San Diego CA 03/2022 01/2024
Sterling Financial Group Salt Lake City UT 03/2022 01/2024
Unemployed Sandy UT 03/2021 05/2021
New Millennium Group Sandy UT 01/2024 Present
  • 10/2018 → 03/2021
    New Millennium Insurance Group
    Sandy, UT
  • 08/2020 → 03/2021
    Sandy, UT
  • 04/2017 → 10/2018
    Symantec
    Draper, UT
  • 10/2015 → 10/2016
    Costco
    Lehi, UT
  • 08/2014 → 08/2022
    Utah Army National Guard
    Bluffdale, UT
  • 05/2013 → 04/2018
    Utah Valley University
    Orem, UT
  • 05/2021 → 03/2022
    Massmutual Life Insurance Company
    Lehi, UT
  • 06/2021 → 03/2022
    Lehi, UT
  • 03/2022 → 01/2024
    San Diego, CA
  • 03/2022 → 01/2024
    Sterling Financial Group
    Salt Lake City, UT
  • 03/2021 → 05/2021
    Unemployed
    Sandy, UT
  • 01/2024 → Present
    Sandy, UT
Previous Registrations
Other Businesses

1. Fixed insurance sales; as of 03/28/2022; 25% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-14
S65 Uniform Investment Adviser Law Examination 2020-08-11
  • S63 Uniform Securities Agent State Law Examination
    2021-08-14
  • S65 Uniform Investment Adviser Law Examination
    2020-08-11
Other Names
  • Armand Michel Overstreet
  • Armand Overstreet

View on SEC IAPD

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