James Andrew Beindorf

Current Employers

Employment History

• 03/2020 → 07/2020
  Morgan Stanley Smith Barney Llc
  Vero Beach, FL
• 12/2014 → 06/2020
  Offutt Barton Schlitt Llc
  Vero Beach, FL
• 09/2020 → 10/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2020 → 10/2023
  Morgan Stanley
  Vero Beach, FL
• 10/2023 → Present
  Spirepoint Private Client
  Vero Beach, FL
• 10/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-06-01 → 2023-10-09
  Morgan Stanley
  Vero Beach, FL

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-30

Other Names

• Jim Beindorf