James Charles Baldwin

Current Employers

Employment History

• 06/2021 → 10/2021
  Trivelloni Asset Management
  Mt. Clemens, MI
• 06/2020 → 08/2020
  Fiat-Chrysler Automotive
  Auburn Hills, MI
• 05/2018 → 08/2018
  Dte Energy
  Detroit, MI
• 05/2019 → 08/2019
  Dte Energy
  Detroit, MI
• 09/2011 → 04/2021
  Full Timestudent
  East Lansing, MI
• 10/2021 → Present
  Summit Financial Consulting Llc
  Sterling Heights, MI
• 10/2021 → Present
  Summit Health Services, Llc
  Sterling Heights, MI
• 04/2022 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 05/2021 → Present
  James Baldwin, Sole Proprietor
  Sterling Heights, MI

Previous Registrations

• 2021-10-06 → 2021-10-23
  Trivelloni Asset Management
  Mount Clemens, MI

Other Businesses

(1.)SUMMIT HEALTH SERVICES; NOT INV REL; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; INSURANCE; INSURANCE AGENT; START 10/2021; 4 HOURS PER MONTH; 4 HOURS DURING SECURITY TRADING HOURS; HEALTH INSURANCE SALES. (2.) SUMMIT FINANCIAL CONSULTING, LLC DBA SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; ADVISORY; IAR; START 10/2021; INVESTMENT ADVISOR REPRESENTATIVE. (3.) SUMMIT FINANCIAL CONSULTING, LLC; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; FIXED ANNUITIES AND LIFE INSURANCE; AGENT; START 10/2021; SALES OF FIXED ANNUITIES AND LIFE INSURANCE. (4.) GRADIENT SECURITIES, LLC; INV REL; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; NRF; NON-REGISTERED ADMINISTRATIVE; START 10/2021; APPROX 40 HRS PER MO; 2% OF TIME. (5.) THE TAMMIE DANIELS REVOCABLE LIVING TRUST; 43409 SCHOENHERR RD, STERLING HEIGHTS, MI 48313; CO-TRUSTEE; START 6/18/2022; APPROX 0 HRS PER MONTH; 0 HOURS DURING SECURITY TRADING HOURS; CARRY OUT RESPONSIBILITIES OF THE TRUST. (6.) JAMES BALDWIN, SOLE PROPRIETOR; INVESTMENT RELATED; STERLING, MI; 05/2021; INSURANCE SALES; INSURANCE AGENT; 5/ HRS MO; 5/ HRS MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-25
• S65 Uniform Investment Adviser Law Examination
  2021-07-21

Other Names

• Jimmy Charles Baldwin