Joel Kincaid

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Southampton	NY	09/2020	12/2021
Roosevelt Island Racquet Club	New York	NY	09/2016	06/2019
Indian Creek Country Club	Miami Beach	FL	09/2019	05/2020
Bank Of America, N.A.	Southampton	NY	09/2020	12/2021
J.P. Morgan Securities Llc	East Hampton	NY	03/2022	07/2022
Jpmorgan Chase Bank, N.A.	East Hampton	NY	03/2022	07/2022
Fidelity Investments	Hampton Bays	NY	08/2022	Present
Joel Kincaid (Self-Employed)	Southampton	NY	06/2011	08/2022
Fidelity Investments	Boston	MA	03/2025	Present

09/2020 → 12/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Southampton, NY
09/2016 → 06/2019

Roosevelt Island Racquet Club

New York, NY
09/2019 → 05/2020

Indian Creek Country Club

Miami Beach, FL
09/2020 → 12/2021

Bank Of America, N.A.

Southampton, NY
03/2022 → 07/2022

J.P. Morgan Securities Llc

East Hampton, NY
03/2022 → 07/2022

Jpmorgan Chase Bank, N.A.

East Hampton, NY
08/2022 → Present

Fidelity Investments

Hampton Bays, NY
06/2011 → 08/2022

Joel Kincaid (Self-Employed)

Southampton, NY
03/2025 → Present

Fidelity Investments

Boston, MA

2022-08-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Hampton Bays, NY
2022-03-18 → 2022-07-08

J.P. Morgan Securities Llc

Southampton, NY

East Hampton, NY
2020-11-27 → 2021-12-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Southampton, NY

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-25

Other Firms