Daniel Michael Schmitz

Current Employers

Employment History

• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Rochester, NY
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Rochester, NY
• 02/2006 → 02/2026
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-06-29 → 2026-02-09
  Commonwealth Financial Network
  Geneseo, NY
  Rochester, NY
  West Henrietta, NY
  Geneseo, NY

Other Businesses

(1)Name of Business: Address: 190 Linden Oaks Ste A, Rochester, NY, 14625-2812, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: i write a small amount of fixed insurance for clients. (2)Name of Business: OakWood Financial Services Address: 190 Linden Oaks Ste A, Rochester, NY, 14625-2812, United States Activity Type: Support Company - Owner Position/Title: Other, Associate/Employee, Officer - President Investment Related: No Start Date: 11/01/1999 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity:\nAdvisor\nFounder\nOfficer - President\nOwner/Proprietor\nPartner\n\n-financial advisement for clients\n-manage / direct team firm operations\n\n (3)Name of Business: OFS20 Properties, LLC Address: 190 Linden Oaks, Rochester, NY, 14625, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 05/16/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 50% of 190 Linden Oaks. This is the building that we operate out of. We currently have one other tenant. (4)Name of Business: Park Central Address: 130 Linden Oaks, Rochester, NY, 14625, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 09/06/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help make decisions regarding the office park/complex our office resides in.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-07

Designations