Daniel Peter Jeffery

Current Employers

Employment History

• 06/2006 → 10/2019
  Lincoln Financial Advisors
  Syracuse, NY
• 10/2019 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 10/2019 → Present
  Best Times Financial Planning
  Syracuse, NY
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2021-06-29 → 2025-11-03
  Commonwealth Financial Network
  Syracuse, NY

Other Businesses

1. FIRM INSURANCE AGENCY, 5900 North Burdick St., Suite 200, East Syracuse NY 13057, United States, 03/01/2018, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 1 HR/MO Trading 2. LABRADOR MOUNTAIN SKI PATROL, 7668 Stonehedge Lane, Manlius NY 13104, United States, 10/01/2022, Treasurer, Volunteer, NIR, 1 HR/MO - 1 HR/MO Trading 3. LIMESTONE PLANNING GROUP, INC, 5900 North Burdick Street, Suite 200, East Syracuse NY 13057, United States, 01/01/2009, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 4 HR/MO Trading 4. CONVERGE WEALTH PARTNERS, 5900 North Burdick Street, East Syracuse NY 13057, United States, 08/15/2025, Investment Advisor Representative, DBA Name, INV REL, 170 HR/MO - 100 HR/MO Trading 5. THE AMERIFLEX GROUP, 8475 W Sunset Road, Las Vegas NV 89113, United States, 11/03/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO Trading 6. FIRM INSURANCE AGENCY LLC, 7668 Stonehedge Lane, Manlius NY 13104, United States, 06/04/2024, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-10

Designations

Other Names

• Daniel P Jeffery
• Daniel P Jeffrey