David Romeo Dicenso

Current Employers

Green Street Wealth Advisory, Llc

70 Romano Vineyard Way Suite 133, North Kingston, RI 02852 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APP_PEND_IARCE	2026-01-01

RI RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

70 Romano Vineyard Way Suite 133, North Kingston, RI 02852 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Summit Brokerage Services	North Kingstown	RI	03/2015	12/2017
Summit Financial Group	North Kingstown	RI	03/2015	12/2017
Green Street Wealth Advisory, Llc	North Kingstown	RI	12/2017	Present

03/2015 → 12/2017

Summit Brokerage Services

North Kingstown, RI
03/2015 → 12/2017

Summit Financial Group

North Kingstown, RI
12/2017 → Present

Green Street Wealth Advisory, Llc

North Kingstown, RI

Previous Registrations

2015-12-04 → 2018-02-08

Sb Advisory, Llc

Atlanta, GA
2015-03-23 → 2015-12-10

Summit Financial Group Inc

North Kingstown, RI
2007-09-26 → 2015-03-26

Oppenheimer & Co. Inc.

Providence, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-26
S65	Uniform Investment Adviser Law Examination	2007-09-24
S63	Uniform Securities Agent State Law Examination	1987-05-11

S66 Uniform Combined State Law Examination

2020-06-26
S65 Uniform Investment Adviser Law Examination

2007-09-24
S63 Uniform Securities Agent State Law Examination

1987-05-11

Other Names

David Dicenso

View on SEC IAPD