JB
James A. Beindorf
SPIREPOINT PRIVATE CLIENT
VERO BEACH, FL 32963
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CRD#: 7239374
JB
Professional summary
James Andrew Beindorf, who also goes by Jim Beindorf, is a registered financial advisor currently at SPIREPOINT PRIVATE CLIENT, LLC located in Vero Beach, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. James has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim Beindorf
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Spire Point Private Client. Investment Related. At registered location. RIA. Financial Advisor/IAR. 9/1/2023. 160 hrs/month all during trading hrs. Provide financial advice based on the needs of clients. 2. Fixed Insurance. Investment Related. At registered location. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. 9/2023. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At registered location. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. 9/2023. 5 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 4. Child Care Resources. 2300 5th Avenue #149 Vero Beach FL, 32960. Charitable or non-profit organization. Board member. 2/2018. 10 hrs/month with 2 during trading hrs. Oversees general operations of the organization. 5. *404800 - J L Beindorf Enterprises, LLC; Investment related -Yes; Vero Beach; Florida; Holding Entity; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2017; During business hours: 0; After business hours: 0.5; Accounting/Bookkeeping 6. Indian River Estate Planning Council/ No / PO Box 2098 Vero Beach, FL 32961 / not for profit that hosts events centered around estate planning for estate planning professionals to meet and share ideas/ network / board member / 7/5/2016 / 1 hr / 0 / direct the general schedule and events of the organization 7.*499718- St. Helen Catholic Church; Investment related-No; Vero Beach, Florida; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0.25 8. MFC VB: Restaurant. Not investment related. 748 21st Street, Vero Beach FL 32960. Minority owner of restaurant. 6/26/2017. 1 hr/month with 1 hr/month during trading. Minority Owner. 9. James A Beindorf, LLC. Not investment realted. 570 Beachland Blvd Vero Beach, FL 32963. Holding Company. Manager. 06/2025. Hrs/month 1 with 0 during trading hours. Transfer cash from business checking account into my personal account.
CRS (Client Relationship Summary) - RIA
Click below to view James Andrew Beindorf's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 16, 2023 - Present
SPIREPOINT PRIVATE CLIENT, LLC
Office #1: 830 Azalea Lane, Vero Beach, FL 32963RIA
CRD#: 327350
VERO BEACH, FL
Current
October 6, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 830 Azalea Lane, Vero Beach, FL 32963BD
CRD#: 35747
ALBANY, NY
Past
June 1, 2020 - October 9, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Vero Beach, FL
Past
May 12, 2020 - October 9, 2023
MORGAN STANLEY
BD
CRD#: 149777
Vero Beach, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
CRD#: 327350 / SEC#: 801-128336
RIA
Registered Investment Advisory firm - (7/14/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/12/2025)
RR
Florida(10/6/2023)
IAR
Florida(10/16/2023)
RR
Illinois(10/6/2023)
RR
Michigan(10/25/2023)
RR
New Jersey(10/25/2023)
RR
New York(10/6/2023)
RR
North Carolina(3/21/2024)
RR
Ohio(11/16/2023)
RR
Pennsylvania(10/6/2023)
RR
Texas(10/25/2023)
RR
Vermont(10/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/12/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SP
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
CRD#: 327350 / SEC#: 801-128336
RIA
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Contact information
Main Address
830 Azalea Lane, Vero Beach, FL 32963
Mailing Address
Phone number
(772) 316-1271
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 799 |
| AUM (Assets Under Management) | $ 1,123,920,196 |
Red Flags
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Company Information
SPIREPOINT PRIVATE CLIENT, LLC
CRD#: 327350Vero Beach, FL 32963TRUST BUT VERIFY
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