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DK

Diane Kline

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CRD#: 1314703
DK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Diane Kline, who also goes by Diane Didomenico, Diane Didominico, was a registered financial professional .

Diane is a previously registered financial professional and started their career in finance in 1988. Diane had worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Diane Didomenico | Diane Didominico

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 6, 1999 - October 1, 2012

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
SOUTH HERO, VT
Past

February 2, 1999 - April 6, 1999

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

April 16, 1997 - February 1, 1999

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

August 15, 1996 - April 10, 1997

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY
Past

November 6, 1995 - August 14, 1996

LINK INVESTMENT SERVICES, INC.

BD
CRD#: 33367
Past

December 12, 1994 - September 12, 1995

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

April 30, 1991 - December 13, 1994

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

July 19, 1990 - April 30, 1991

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

January 19, 1988 - August 2, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/6/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WALL STREET FINANCIAL GROUP, INC.
WALL STREET FINANCIAL GROUP, INC | WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830 / SEC#: 801-58292, 8-46964

BD
Terminated by SEC on 02/04/2017
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Contact information


Main Address
580 Fishers Station Drive, Victor, NY 14564
Mailing Address
Phone number
Established
New York since 04/08/1992
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
ANDERSON, DALE ROBERTVICE PRESIDENT1378651
BACHFINK, VICTORIA IRENEPRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER2653237
BACHFINK, VICTORIA IRENECHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER2653237

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

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