Rebecca Ann Gorrell

Current Employers

Employment History

• 05/2012 → Present
  New York Life Insurance Company
  Overland Park, KS
• 06/2012 → Present
  Nylife Securities Llc
  Overland Park, KS
• 05/2017 → 11/2024
  Pivot Income Strategies, Llc
  Overland Park, KS
• 04/2024 → Present
  Eagle Strategies Llc
  San Antonio, TX
• 11/2024 → Present
  Pivot Wealth And Insurance Strategies, Llc
  San Antonio, TX

Other Businesses

[Insurance Brokering; appointed with outside insurance carriers for the purpose of brokering non-registered insurance products; 8000 IH 10 West #800 San Antonio, TX, 78230; Start Date 05/2012; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Pivot Wealth and Insurance Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN ANTONIO TX; START DATE: 11/2024] [PSG USA, LLC; This is an LLC opened in MT. It owns our Motorhomes. The business is open to won the Motorhomes; it rents the motorhomes to us for the miles used. ; 3011 American Way Missoula, MT 59808; Start Date 12/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-05
• S63 Uniform Securities Agent State Law Examination
  2007-03-29

Other Names

• Beckie Ann Gorrell
• Rebecca Ann Gorrell