DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Milo Overstreet
Feed of 09/14/2026
At current firm
4 y
since Jul 11, 2022
In the industry
28 y
since Jun 16, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bco Wealth Management, LLC independent RIA currentsince Jul 11, 2022 · Carlsbad, Nm
- Capital Analysts BD affiliatedJun 5, 2012 to Nov 4, 2022 · Carlsbad, Nm
- Cincinnati Analysts, Inc formerMay 4, 2005 to Jun 1, 2012 · Carlsbad, Nm
- Osaic Fa, Inc. formerJul 8, 1999 to May 4, 2005 · Carlsbad, Nm
Moves
a registration end followed by a registration begin elsewhere
- Capital Analysts to Bco Wealth Management, LLCleft Nov 4, 2022, registered Jul 11, 2022 (-116 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Cincinnati Analysts, Inc to Capital Analystsleft Jun 1, 2012, registered Jun 5, 2012 (4 days) · Other
- Osaic Fa, Inc. to Cincinnati Analysts, Incleft May 4, 2005, registered May 4, 2005 (0 days) · Other
Signals
- John Milo Overstreet left Capital Analysts for Bco Wealth Management, Llc (registered 2022-07-11)Nov 4, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address