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Aaron Michael Overlien

Eagle Strategies LLC

Lake Forest, CA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-10-07
CA RA APPROVED 2014-11-12
  • TX RA
    APPROVED_RES
    Since 2020-10-07
  • CA RA
    APPROVED
    Since 2014-11-12

Branch Locations

26501 Rancho Pkwy South Suite 102, Lake Forest, CA 92630 • 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
Nylife Securities, Llc New York NY 07/2008 Present
New York Life Insurance Company Irvine CA 07/2008 Present
Eagle Strategies Llc Laguna Hills CA 11/2014 Present
  • 07/2008 → Present
    Nylife Securities, Llc
    New York, NY
  • 07/2008 → Present
    New York Life Insurance Company
    Irvine, CA
  • 11/2014 → Present
    Laguna Hills, CA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 4/2011] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life ; 51 Madison Avenue, New York, NY 10010 ; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-22
S63 Uniform Securities Agent State Law Examination 2010-06-01
  • S66 Uniform Combined State Law Examination
    2014-09-22
  • S63 Uniform Securities Agent State Law Examination
    2010-06-01
Other Names
  • Aaron Overlien

View on SEC IAPD

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