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Jessica Meghan Grimaldi

Citizens Securities, Inc.

Johnston, RI

East Wareham, MA

Fairhaven, MA

CRD 6030680

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Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-08-02
NY RA APPROVED 2021-04-08
SC RA APPROVED 2021-01-06
FL RA APPROVED 2018-09-13
RI RA APPROVED 2018-05-10
  • NH RA
    APPROVED
    Since 2023-08-02
  • NY RA
    APPROVED
    Since 2021-04-08
  • SC RA
    APPROVED
    Since 2021-01-06
  • FL RA
    APPROVED
    Since 2018-09-13
  • RI RA
    APPROVED
    Since 2018-05-10

Branch Locations

1 Citizens Bank Way, Johnston, RI 02919 • United States

Rt. 6 & 28 Cranberry Highway - Ms: Ma-205, East Wareham, MA 02538 • United States

21 Fairhaven Commons Way, Fairhaven, MA 02719 • 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
Santander Securities Llc Dorchester MA 02/2014 05/2018
Citizens Securities, Inc. North Easton MA 05/2018 Present
Previous Registrations
  • 2015-10-02 → 2018-05-17
    Santander Securities Llc
    North Dartmouth, MA
    Boston, MA
    North Dartmouth, MA
    New Bedford, MA
    Worcester, MA
    Lexington, MA
    Buzzards Bay, MA
    Sandwich, MA
    South Sandwich, MA
    East Wareham, MA
    Framingham, MA
    Westport, MA
    South Sandwich, MA
    Framingham, MA
    Bridgewater, MA
    Pocasset, MA
    New Bedford, MA
    Sandwich, MA
    Buzzards Bay, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-13
S63 Uniform Securities Agent State Law Examination 2012-07-30
  • S66 Uniform Combined State Law Examination
    2015-07-13
  • S63 Uniform Securities Agent State Law Examination
    2012-07-30
Other Names
  • Jessica M Reilly
  • Jessica Meghan Campione

View on SEC IAPD

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