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43409 Schoenherr Road, Sterling Heights, MI 48313 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| MI | RA | APPROVED | 2010-12-01 |
Branch Locations
43409 Schoenherr Road, Sterling Heights, MI 48313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Consulting Llc | Sterling Heights | MI | 12/2010 | Present |
| Kwink, Inc | Sterling Heights | MI | 07/2009 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 04/2014 | Present |
| Char Wash Llc | Macomb | MI | 05/2013 | 06/2023 |
| Summit Tax Services Llc | Sterling Heights | MI | 01/2017 | 12/2023 |
| Summit Health Services, Llc | Sterling Heights | MI | 09/2018 | Present |
| Kenneth Wink, Sole Proprietor | Sterling Heights | MI | 05/2001 | Present |
| Summit Tax Services Llc | Sterling Heights | MI | 12/2023 | Present |
(1) SUMMIT FINANCIAL CONSULTING, LLC DBA SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST; INVT REL; 43409 SCHOENHERR RD, STERLING HEIGHTS MI 48313; RIAAND INSURANCE; INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER; START 12/2010; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS; PORTFOLIOMANAGEMENT, COMPLIANCE OVERSIGHT AND INSURANCE. (2) KWINK, INC; NOT INVESTMENT RELATED; 43409 SCHOENHERR RD, STERLING HEIGHTS MI 48313; LLC SET UP FORTAX PURPOSES; MANAGING MEMBER; START 07/2009; 1 HR/MO; 0/HR/MO DURING TRADING; REPORT TAX INFORMATION TO CPA. (3) OUTSIDE ACTIVITY FOR RIA - GRADIENTSECURITIES, LLC; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; BROKER DEALER; REGISTERED REPRESENTATIVE; APRIL 2014; APPROXIMATELY20% OF TIME SPENT ON THIS ACTIVITY. (4)SUMMIT TAX SERVICES, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; TAX SERVICES;ASSOCIATE; START 01/2017; 5 HRS/MO; 5 HRS/MO DURING TRADING HOURS; TAX PLANNING, TAX RETURN PREPARATION AND BOOKKEEPING SERVICES. (5) SUMMIT HEALTHSERVICES, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; HEALTH INSURANCE; AGENT; START 9/2018; 1 HRS/MO; 0 HRS/MO DURINGTRADING HOURS; HEALTH INSURANCE QUOTES/SALES. (6) KENNETH WINK, SOLE PROPRIETOR; INVESTMENT RELATED; STERLING HEIGHTS, MI; INSURANCE SALES; INSURANCEAGENT; 05/2001; 5/ HRS MO; 5/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-15 |
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