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James Charles Baldwin
Jimmy Charles Baldwin
CRD#: 7451561
IA
Investment Adviser
B
Broker
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUSTCRD#: 126570 43409 SCHOENHERR ROAD
STERLING HEIGHTS, MI 48313
GRADIENT SECURITIES, LLCCRD#: 127701 43409 Schoenherr Road
Sterling Heights, MI 48313
Registration History
202120222023202420252026IASUMMIT FINANCIAL WORKING WITH ... (CRD# 126570)2021 - Present (3 years)BGRADIENT SECURITIES, LLC (CRD# 127701)2022 - Present (2 years)IATRIVELLONI ASSET MANAGEMENT (CRD# 149379)2021 - 2021 (<1 year)
License(s)

State Registrations

IA
Michigan 10/29/2021

B
Michigan 5/25/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST (CRD#:126570)
43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313
Registered with this firm since 10/29/2021

B
GRADIENT SECURITIES, LLC (CRD#:127701)
43409 Schoenherr Road, Sterling Heights, MI 48313
Registered with this firm since 4/27/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/06/2021 - 10/23/2021 TRIVELLONI ASSET MANAGEMENT (CRD#:149379) MOUNT CLEMENS, MI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.