Renee Denise Sopko

Current Employers

Employment History

• 06/2011 → 05/2021
  Bank Of America, N.A.
  Spokane, WA
• 05/2021 → Present
  Raymond James Financial Services
  Long Beach, CA
• 05/2021 → Present
  Raymond James Financial Services Advisors
  Long Beach, CA
• 06/2024 → 06/2025
  Bend Wealth
  Bend, OR
• 05/2021 → 05/2024
  Sopko Financial Wealth Group
  Long Beach, CA
• 05/2021 → 01/2023
  Sopko Financial Wealth Group
  Erie, PA
• 02/2023 → 03/2023
  Sopko Financial Wealth Group
  Buffalo, NY
• 05/2021 → 03/2023
  Crux Wealth
  Buffalo, NY
• 04/2023 → 05/2023
  Sopko Financial Wealth Group
  Sisters, OR
• 04/2023 → 05/2024
  Crux Wealth
  Long Beach, CA
• 06/2024 → Present
  Sopko & Assoc. Llc
  Sisters, OR
• 06/2025 → Present
  Maine Spring
  Bellevue, WA
• 09/1996 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Portland, OR

Previous Registrations

• 2007-11-13 → 2021-05-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
  Portland, OR
  Spokane, WA
  Coeur D Alene, ID

Other Businesses

(1)Name of Business: Sopko & Assoc, LLC Address: 382 E Hood Ave Ste E-103, Sisters, OR, 97759-1620, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is my LLC while I work at Raymond James as a wealth advisor (2)Name of Business: Sopko Properties LLC Address: 3048 NW Chapin Dr, Portland, OR, 97229, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/07/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-15
• S65 Uniform Investment Adviser Law Examination
  1996-11-15

Other Names

• Rene Sopko
• Renee Denise Sopko
• Renee D Sopko