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Inactive

Patrick Steven Berch

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 2023-11-27
KS RA APPROVED 2022-10-17
  • TX RA
    APPROVED_RES
    Since 2023-11-27
  • KS RA
    APPROVED
    Since 2022-10-17

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
Global Plains Advisory Group Prairie Village KS 07/2016 10/2022
Global Financial Private Capital Sarasota FL 08/2016 02/2017
Elevated Capital Advisors, Llc Murray UT 02/2017 10/2022
Waterfront Wealth Inc. Overland Park KS 10/2022 Present
Previous Registrations
  • 2017-02-03 → 2022-10-11
    Elevated Capital Advisors, Llc
    Prairie Village, KS
  • 2016-08-22 → 2017-02-02
    Global Financial Private Capital, Inc.
    Prairie Village, KS
    Sarasota, FL
  • 2010-11-23 → 2016-07-25
    Clearpath Wealth Management, L.C.
    Overland Park, KS
  • 2015-10-15 → 2016-07-25
    Blue River Capital Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-22
  • S65 Uniform Investment Adviser Law Examination
    2010-11-22

View on SEC IAPD

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