Patricia E. Reinard-kopsa
Professional summary
Patricia Edith Reinard-kopsa, who also goes by Patricia Edith Kuzenko, Patricia Edith Reinard, Patricia Reinard, Patricia Reinard Kopsa, Patricia Edith Reinard-kopsa, Patricia Reinard-kopsa, is a registered financial professional currently at TRUBEE WEALTH ADVISORS, INC. located in Buffalo, New York.
Patricia is registered as a RR (Registered Representative) and started their career in finance in 1990. Patricia has worked at 8 firms and has passed the Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patricia Edith Reinard-kopsa's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 11, 2023 - Present
TRUBEE WEALTH ADVISORS, INC.
Office #1: 600 Airborne Pkwy Suite #120 Fax # 716-849-0144, Buffalo, NY 14225November 2, 2018 - June 6, 2023
HSBC SECURITIES (USA) INC.
October 26, 2012 - June 8, 2018
TRUBEE WEALTH ADVISORS, INC.
January 30, 2003 - May 1, 2003
ALLFIRST BROKERAGE CORPORATION
January 16, 1996 - May 23, 2012
M&T SECURITIES, INC.
July 31, 1993 - December 22, 1995
CITIGROUP GLOBAL MARKETS INC.
February 6, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
August 28, 1991 - October 25, 1991
ADVEST, INC.
December 18, 1990 - September 17, 1991
MONY SECURITIES CORPORATION
Primary Firm SEC Registration
TRUBEE WEALTH ADVISORS, INC.
CRD#: 3618 / SEC#: 801-70259, 8-2142
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/11/2023)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
TRUBEE WEALTH ADVISORS, INC.
CRD#: 3618 / SEC#: 801-70259, 8-2142
Contact information
SEC notice filing (12 States and Territories)
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PICTOR, WILLIAM ROBERT | VICE PRESIDENT | 858533 |
| SHINE, JOHN DAVID | PRESIDENT, BRANCH MANAGER, & CEO | 6416650 |
| TURK, THOMAS RICHARD | VICE PRESIDENT | 723048 |
| BOWEN, JEFFREY ALLAN | VICE PRESIDENT, SROP, CROP | 832583 |
| EMBLIDGE, ANNE JENNIFER | FINANCIAL ADVISOR | 6778677 |
| GELO, CHARLES ERNEST | VICE PRESIDENT | 2356060 |
| INGOLD, NICHOLAS ALEXANDER | VICE PRESIDENT | 5189327 |
| STEINWALD, HARRISON MICHAEL | FINOP AND CFO | 5978062 |
| VERBANIC, NICHOLAS | VICE PRESIDENT | 2229305 |
| REINARD-KOPSA, PATRICIA EDITH | CHIEF COMPLIANCE OFFICER | 2101387 |
| VOSSLER, THOMAS GERARD | VICE PRESIDENT | 1036328 |
Regulatory assets under management
| Total Number of Accounts | 1,265 |
| AUM (Assets Under Management) | $ 724,206,069 |
Disclosures
| Regulatory Event | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 |
Red Flags
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Company Information
TRUBEE WEALTH ADVISORS, INC.
CRD#: 3618Buffalo, NY 14225TRUST BUT VERIFY
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