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RIA / WealthAdvisor15 years in industry

PATRICK STEVEN BERCH

Advisor at WATERFRONT WEALTH INC.

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:c4463004-dd2b-0e6c-a1e0-0c1fe53e2dd8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 23, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WATERFRONT WEALTH INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 22, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Nov 22, 2010
First registration: Nov 23, 2010
Dual registered: no
IAPD individual key: 5757139

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WATERFRONT WEALTH INC.	Independent wealth	Oct 17, 2022	n/a	yes	OVERLAND PARK, KS	Current employment
ELEVATED CAPITAL ADVISORS, LLC	Independent wealth	Feb 3, 2017	Oct 11, 2022	no	Prairie Village, KS	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Aug 22, 2016	Feb 2, 2017	no	Prairie Village, KS\|SARASOTA, FL	Previous registration
BLUE RIVER CAPITAL LLC	n/a	Oct 15, 2015	Jul 25, 2016	no	OVERLAND PARK, KS	Previous registration
CLEARPATH WEALTH MANAGEMENT, L.C.	State registered	Nov 23, 2010	Jul 25, 2016	no	OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ELEVATED CAPITAL ADVISORS, LLC	WATERFRONT WEALTH INC.	Oct 11, 2022	Oct 17, 2022	6	Firm change	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	ELEVATED CAPITAL ADVISORS, LLC	Feb 2, 2017	Feb 3, 2017	1	Firm change	Other
CLEARPATH WEALTH MANAGEMENT, L.C.	BLUE RIVER CAPITAL LLC	Jul 25, 2016	Oct 15, 2015	-284	Firm change after gap	Other
BLUE RIVER CAPITAL LLC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Jul 25, 2016	Aug 22, 2016	28	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132070:226721:FL:2017-02-02	Feb 2, 2017	Feb 3, 2017	SARASOTA, FL	Firm change

Relationships

Registered with (5)

→ WATERFRONT WEALTH INC.Registered adviserregistration: current employment
Oct 17, 2022 to presentfactForm ADV
→ ELEVATED CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 3, 2017 to Oct 11, 2022factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Aug 22, 2016 to Feb 2, 2017factForm ADV
→ CLEARPATH WEALTH MANAGEMENT, L.C.Registered adviserregistration: previous registration
Nov 23, 2010 to Jul 25, 2016factForm ADV
→ BLUE RIVER CAPITAL LLCRegistered adviserregistration: previous registration
Oct 15, 2015 to Jul 25, 2016factForm ADV

Dated events

Occurred
Oct 11, 2022
Advisor changed firm
Patrick Steven Berch left Elevated Capital Advisors, Llc for Waterfront Wealth Inc. (registered 2022-10-17)
Form ADVobserved 6 days ago