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Joel Lacsina

Strategic Advisers LLC

Winston Salem, NC

Greensboro, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-19
NC RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2026-05-19
  • NC RA
    APPROVED
    Since 2025-10-29

Branch Locations

Winston Salem, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Publix Miami FL 09/2014 07/2018
Brightway Insurance Juno Beach FL 07/2019 05/2025
Bca Financial Services, Inc Miami FL 07/2018 07/2019
Fidelity Investments Greensboro NC 05/2025 Present
  • 09/2014 → 07/2018
    Publix
    Miami, FL
  • 07/2019 → 05/2025
    Brightway Insurance
    Juno Beach, FL
  • 07/2018 → 07/2019
    Bca Financial Services, Inc
    Miami, FL
  • 05/2025 → Present
    Fidelity Investments
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17

View on SEC IAPD

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