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DAVID ROMEO DICENSO
DAVID DICENSO
CRD#: 1636085
IA
Investment Adviser
B
Previous Broker
GREEN STREET WEALTH ADVISORY, LLCCRD#: 290767 70 ROMANO VINEYARD WAY
SUITE 133
NORTH KINGSTON, RI 02852
Registration History
199019952000200520102015202020252 FIRMS2007 - 2015 (7 years)2 FIRMS2015 - 2015 (<1 year)2 FIRMS2015 - 2018 (2 years)IAGREEN STREET WEALTH ADVISORY, LLC (CRD# 290767)2018 - Present (7 years)BA. G. EDWARDS & SONS, INC. (CRD# 4)1995 - 2007 (12 years)BSMITH BARNEY INC. (CRD# 7059)1992 - 1995 (3 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1988 - 1992 (3 years)BOLDE DISCOUNT CORPORATION (CRD# 5979)1987 - 1988 (<1 year)BBRANDON SECURITIES & INVESTMEN... (CRD# 16512)1987 - 1987 (<1 year)
Disclosure(s)
View By:
11/11/2015
Employment Separation After Allegations
8/13/2004
Customer Dispute
Settled
License(s)

State Registrations

IA
Rhode Island 1/12/2018

Current Registration(s)
IA
GREEN STREET WEALTH ADVISORY, LLC (CRD#:290767)
70 ROMANO VINEYARD WAY SUITE 133, NORTH KINGSTON, RI 02852
Registered with this firm since 1/12/2018

Previous Registration(s)
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IA
12/04/2015 - 02/08/2018 IFS ADVISORY, LLC (CRD#:154680) ATLANTA, GA
B
12/02/2015 - 01/10/2018 IFS SECURITIES (CRD#:40375) N. Kingstown, RI
IA
03/23/2015 - 12/10/2015 SUMMIT FINANCIAL GROUP INC (CRD#:109485) NORTH KINGSTOWN, RI
B
03/20/2015 - 12/10/2015 SUMMIT BROKERAGE SERVICES, INC. (CRD#:34643) North Kingstown, RI
IA
09/26/2007 - 03/26/2015 OPPENHEIMER & CO. INC. (CRD#:249) PROVIDENCE, RI
B
05/01/2007 - 03/26/2015 OPPENHEIMER & CO. INC. (CRD#:249) PROVIDENCE, RI
B
03/06/1995 - 05/08/2007 A. G. EDWARDS & SONS, INC. (CRD#:4) PROVIDENCE, RI
B
01/15/1992 - 03/06/1995 SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
B
08/13/1988 - 01/20/1992 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
B
10/30/1987 - 07/18/1988 OLDE DISCOUNT CORPORATION (CRD#:5979) DETROIT, MI
B
06/08/1987 - 11/16/1987 BRANDON SECURITIES & INVESTMENTS, INC. (CRD#:16512)
FINRA expelled the firm on 06/20/1990
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.