Diana L. Venus
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.
Diana Lynn Venus, who also goes by Diana Lynn Dashney, Diana Venus, was a registered financial professional .
Diana is a previously registered financial professional and started their career in finance in 2007. Diana had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 25, 2013 - July 1, 2020
DETALUS ADVISORS, LLC
March 3, 2011 - July 1, 2020
DETALUS SECURITIES, LLC
November 13, 2009 - April 23, 2010
PNC WEALTH MANAGEMENT LLC
November 13, 2009 - April 23, 2010
PNC WEALTH MANAGEMENT LLC
April 28, 2009 - November 13, 2009
NATCITY INVESTMENTS, INC.
April 28, 2009 - November 13, 2009
NATCITY INVESTMENTS, INC.
July 11, 2007 - April 13, 2009
EDWARD JONES
May 24, 2007 - April 13, 2009
EDWARD JONES
Primary Firm SEC Registration
DETALUS ADVISORS, LLC
CRD#: 117958 / SEC#: 801-61481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DETALUS ADVISORS, LLC
CRD#: 117958 / SEC#: 801-61481
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 646 |
| AUM (Assets Under Management) | $ 928,372,887 |
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.
