Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-23
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-23
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Provo, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
E*Trade Securities Llc Sandy UT 09/2016 04/2018
Discover Financial Services West Valley City UT 07/2014 09/2016
E*Trade Securities Llc Sandy UT 04/2018 05/2020
E*Trade Capital Management Llc Sandy UT 12/2019 05/2020
E*Trade Securities Llc Sandy UT 05/2020 07/2020
E*Trade Capital Management Llc Sandy UT 05/2020 07/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sandy UT 07/2020 06/2021
Bank Of America, N.A. Sandy UT 08/2020 06/2021
Fidelity Investments American Fork UT 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 04/2018
    E*Trade Securities Llc
    Sandy, UT
  • 07/2014 → 09/2016
    Discover Financial Services
    West Valley City, UT
  • 04/2018 → 05/2020
    E*Trade Securities Llc
    Sandy, UT
  • 12/2019 → 05/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 05/2020 → 07/2020
    E*Trade Securities Llc
    Sandy, UT
  • 05/2020 → 07/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 07/2020 → 06/2021
    Sandy, UT
  • 08/2020 → 06/2021
    Bank Of America, N.A.
    Sandy, UT
  • 06/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
  • 2020-08-13 → 2021-06-22
    Lehi, UT
    Sandy, UT
    Riverton, UT
    Salt Lake City, UT
  • 2020-06-01 → 2020-08-14
    Harrisdirect Llc
    Arlington, VA
    Sandy, UT
Other Businesses

OBA-129899|OrgNmn:Horseback riding lessons |Org Addr:Provo,Utah,US|OBA Nature:Horseback riding lessons |Invst Rel:N|Title:Instructor |Duties:Instructor for the lessons|StrtDt:05-13-26|TotHrs/mon:20|TrdHrs/mon:15|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
S63 Uniform Securities Agent State Law Examination 2016-11-17
  • S66 Uniform Combined State Law Examination
    2020-05-29
  • S63 Uniform Securities Agent State Law Examination
    2016-11-17
Other Names
  • Joan M Kucinski
  • Joan Marie Cowan
  • Joan Marie Kucinski
  • Joan Kucinski

View on SEC IAPD

More in Provo, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor