James David Wink

Current Employers

Employment History

• 12/2010 → Present
  Summit Financial Consulting Llc
  Sterling Heights, MI
• 04/2014 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 07/2009 → Present
  James D. Wink, Inc.
  Sterling Heights, MI
• 01/2017 → 12/2023
  Summit Tax Services Llc
  Sterling Heights, MI
• 09/2018 → Present
  Summit Insurance Services, Llc
  Sterling Heights, MI
• 07/2004 → Present
  James Wink, Sole Proprietor
  Sterling Heights, MI
• 12/2023 → Present
  Summit Tax Services Llc
  Sterling Heights, MI

Previous Registrations

• 2010-04-16 → 2014-04-30
  Spc
  Ann Arbor, MI
  Clinton Twp, MI

Other Businesses

1) SUMMIT FINANCIAL CONSULTING, LLC DBA SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST; INVESTMENT RELATED; 43409 SCHOENHERR RD, STERLING HEIGHTS MI 48313; INSURANCE; INVESTMENT ADVISOR REPRESENTATIVE & AGENT; DECEMBER 2010; 80 HRS/MO; 5 HRS/MO DURING TRADING HOURS; PORTFOLIO MGMT, INVESTMENT ADVISORY PRODUCTS SALES AND SERVICES AND INSURANCE SALES. 2) JAMES D WINK INC; NON-INVESTMENT RELATED; 43409 SCHOENHERR RD, STERLING HEIGHTS MI 48313; LLC SET UP FOR TAX PURPOSES; MANAGING MEMBER; JULY 2009; 1 HR/MO; 1 HR/MO DURING TRADING; REPORT TAX INFORMATION TO CPA. 3)OUTSIDE ACTIVITY FOR RIA - GRADIENT SECURITIES, LLC; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; BROKER DEALER; REGISTERED REPRESENTATIVE; APRIL 2014; APPROXIMATELY 20% 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 12/2023; 5 HRS/MO; 5 HRS/MO DURING TRADING HOURS; TAX PLANNING AND TAX RETURN PREPARATION. 5) ANCHOR BAY COMMUNITY FOUNDATION - KAARTO CHRISTIAN SCHOOL FUND SCHOLARSHIPS; NOT INVESTMENT RELATED; 11827 SHETLAND CT, STERLING HEIGHTS, MI 48313; FUND SCHOLARSHIPS; PRESIDENT; START 09/2018; 1 HRS/MO; 0 HRS/MO DURING TRADING HOURS; PROCESS AND EVALUATE SCHOLARSHIP APPLICATIONS. 6) SUMMIT INSURANCE SERVICES, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR RD, STERLING HEIGHTS, MI 48313; HEALTH INSURANCE; MANAGING MEMBER; START 09/2018; 1 HRS/MO; 0 HRS/MO DURING TRADING HOURS; HEALTH INSURANCE QUOTES AND SALES. (7) JAMES WINK, SOLE PROPRIETOR; INVESTMENT RELATED; STERLING HEIGHTS, MI; 07/2004; INSURANCE SALES; INSURANCE AGENT; 5/ HRS MO; 5/HRS MO

Exams

• S66 Uniform Combined State Law Examination
  2010-02-25
• S63 Uniform Securities Agent State Law Examination
  2005-09-16