Daniel Jeremiah Ortiz

Current Employers

Employment History

• 01/2019 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
• 09/2018 → 12/2018
  Buckle. Inc.
  Fredericksburg, VA
• 05/2018 → 08/2018
  Enterprise Rent A Car
  Rochester, NY
• 08/2017 → 12/2018
  University Of Mary Washington
  Fredericksburg, VA
• 11/2014 → 09/2018
  East Side Ymca
  Penfield, NY
• 09/2014 → 08/2018
  Monroe Community College
  Rochester, NY
• 09/2016 → 12/2017
  Medaille College
  Buffalo, NY
• 06/2020 → 11/2020
  Cetera Advisor Networks
  El Segundo, CA
• 06/2020 → 11/2020
  Penfield Financial Group
  Penfield, NY
• 01/2020 → 12/2020
  Heritage Christian Services
  Rochester, NY
• 11/2020 → 07/2021
  Citizens Securities, Inc.
  Fairport, NY
• 08/2021 → 05/2022
  Weller Group Llc
  Ontario, NY
• 08/2021 → 05/2022
  Commonwealth Financial Network
  Waltham, MA
• 05/2022 → 10/2023
  Commonwealth Financial Network
  Waltham, MA
• 05/2022 → Present
  Weller Group Llc
  Ontario, NY
• 10/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2020-12-01 → 2021-07-26
  Citizens Securities, Inc.
  Syracuse, NY
  Fairport, NY
  Ontario, NY
  Webster, NY
  Penfield, NY
  Newark, NY
• 2020-06-29 → 2020-12-01
  Cetera Advisors Llc
  Penfield, NY
• 2019-05-16 → 2020-06-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY

Other Businesses

1. Boatswain Mate Reservist Member, United States Coast Guard Reserve; Located at 5500 St Paul Blvd, Rochester NY 14617, as of 7/22/2022; Approximately 0% time spent during business hours; Not conducted at branch location; Not Investment related. 2. Fixed insurance referrals; as of 02/10/2023; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-15

Other Names

• Daniel Ortiz