James Charles Baldwin is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with SUMMIT FINANCIAL CONSULTING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL CONSULTING LLC | 2021-10-29 | present | Yes |
| TRIVELLONI ASSET MANAGEMENT | 2021-10-06 | 2021-10-23 | — |