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Jacob Alan Linch

Waterfront Wealth Inc.

Overland Park, KS

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Current Employers
Waterfront Wealth Inc.

6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-16
KS RA APPROVED 2019-01-22
  • TX RA
    APPROVED_RES
    Since 2021-12-16
  • KS RA
    APPROVED
    Since 2019-01-22

Branch Locations

6711 W 121St Street Suite 200, Overland Park, KS 66209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Concepts Lincoln NE 11/2015 09/2017
Signator Investors, Inc. Lincoln NE 05/2016 08/2017
Sagepoint Financial, Inc. Lincoln NE 08/2017 09/2017
Wells Fargo Advisors Financial Network, Llc Overland Park KS 11/2017 09/2020
Waterfront Wealth Inc. Overland Park KS 11/2017 Present
Previous Registrations
  • 2017-12-13 → 2020-10-05
    Wells Fargo Advisors Financial Network, Llc
    Leawood, KS
  • 2017-08-14 → 2017-09-28
    Osaic Services, Inc.
    Lincoln, NE
  • 2016-08-18 → 2017-08-08
    Signator Investors, Inc.
    Charleston, SC
    Lincoln, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-16
S63 Uniform Securities Agent State Law Examination 2012-11-14
  • S66 Uniform Combined State Law Examination
    2016-08-16
  • S63 Uniform Securities Agent State Law Examination
    2012-11-14
Other Names
  • Jacob Linch

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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