Donald Jeffrey Buckley

Current Employers

Employment History

• 09/2014 → 05/2020
  Next Financial Group
  East Amherst, NY
• 01/2014 → Present
  Stamm Law Firm
  Clarence, NY
• 05/2020 → 06/2023
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 05/2020 → 06/2023
  American Portfolios Advisors, Inc
  Holbrook, NY
• 06/2023 → 09/2023
  Sagepoint Financial, Inc.
  Williamsville, NY
• 06/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Williamsville, NY
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2020-05-01 → 2023-06-16
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2014-09-02 → 2020-05-04
  Next Financial Group, Inc.
  Clarence, NY
  Williamsville, NY
  Williamsville, NY

Other Businesses

1. STAMM LAW FIRM, 1127 Wehrle Drive, Suite 100, Williamsville NY 14221, United States, 01/01/2014, Associate Attorney, Legal Services, NIR, 40 HR/MO - 40 HR/MO TRADING 2. D JEFFREY BUCKLEY, 8465 SPRINGBROOK CT, EAST AMHERST NY 14051-2014, United States, 12/02/1994, Notary, NIR, 4 HR/MO - 4 HR/MO TRADING 3. KAUTZ/BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC, 1967 Wehrle Dr., Ste. 7, Williamsville NY 14221, United States, 08/14/2024, Owner, Owner/Partner of a Business Entity, INV REL, 160 HR/MO - 160 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Ste 101, Las Vegas NY 89113, United States, 06/12/2023, IAR, RIA Affiliation - other than CIRA, INV REL, 40 HR/MO - 40 HR/MO 5. DONALD JEFFREY BUCKLEY, 1967 Wehrle Dr., Ste. 7, Williamsville NY 14221, United States, 05/04/2016, Agent, Insurance/Benefits/Human Resources, INV REL, 4 HR/MO - 4 HR/MO 6. DAK-TAX INC, 1967 Wehrle Dr., Ste. 7, Williamsville NY 14221, United States, 01/01/2022, Owner, Tax Services, NIR, 0 HR/MO - 0 HR/MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-15

Designations

Other Names

• D. Jeffrey Buckley