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RIA / WealthAdvisor27 years in industry

DEREK QUINN OVERSTREET

Advisor at NEW MILLENNIUM GROUP

SANDY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f1d9e6c-7f89-b3a8-75ae-aa0edebd663f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEW MILLENNIUM GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Nov 20, 2014
First registration: Dec 16, 2014
Dual registered: no
IAPD individual key: 6430904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEW MILLENNIUM GROUP	Independent wealth	Apr 2, 2019	n/a	yes	SANDY, UT\|SANDY, UT	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 10, 2018	Oct 14, 2020	no	SANDY, UT	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Dec 16, 2014	Jan 10, 2018	no	SANDY, UT\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	NEW MILLENNIUM GROUP	Oct 14, 2020	Apr 2, 2019	-561	Firm change after gap	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	AE WEALTH MANAGEMENT, LLC	Jan 10, 2018	Jan 10, 2018	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132070:282580:FL:2018-01-02	Jan 10, 2018	Jan 10, 2018	SARASOTA, FL	Firm change

Relationships

Registered with (3)

→ NEW MILLENNIUM GROUPRegistered adviserregistration: current employment
Apr 2, 2019 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 10, 2018 to Oct 14, 2020factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Dec 16, 2014 to Jan 10, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f1d9e6c-7f89-b3a8-75ae-aa0edebd663f
First observed: Dec 16, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEREK QUINN OVERSTREET

Advisor at NEW MILLENNIUM GROUP

SANDY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f1d9e6c-7f89-b3a8-75ae-aa0edebd663f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NEW MILLENNIUM GROUP

Independent wealth

Apr 2, 2019

n/a

yes

SANDY, UT|SANDY, UT

Current employment

AE WEALTH MANAGEMENT, LLC

Bd affiliated wealth

Jan 10, 2018

Oct 14, 2020

SANDY, UT

Previous registration

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Former SEC adviser

Dec 16, 2014

Jan 10, 2018

SANDY, UT|SARASOTA, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AE WEALTH MANAGEMENT, LLC

NEW MILLENNIUM GROUP

Oct 14, 2020

Apr 2, 2019

-561

Firm change after gap

RIA to RIA

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

AE WEALTH MANAGEMENT, LLC

Jan 10, 2018

Firm change

Other

Team

Left

Joined

From

Kind

132070:282580:FL:2018-01-02

Jan 10, 2018

SARASOTA, FL

Firm change