DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Patrick Steven Berch
Feed of 09/14/2026
At current firm
3 y
since Oct 17, 2022
In the industry
15 y
since Nov 22, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Waterfront Wealth Inc. independent RIA currentsince Oct 17, 2022 · Overland Park, Ks
- Elevated Capital Advisors, LLC independent RIAFeb 3, 2017 to Oct 11, 2022 · Prairie Village, Ks
- Global Financial Private Capital, Inc. formerAug 22, 2016 to Feb 2, 2017 · Prairie Village, Ks
- Blue River Capital LLC unclassifiedOct 15, 2015 to Jul 25, 2016 · Overland Park, Ks
- Clearpath Wealth Management, L.C. state registeredNov 23, 2010 to Jul 25, 2016 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Elevated Capital Advisors, LLC to Waterfront Wealth Inc.left Oct 11, 2022, registered Oct 17, 2022 (6 days) · RIA to RIA
- Global Financial Private Capital, Inc. to Elevated Capital Advisors, LLCleft Feb 2, 2017, registered Feb 3, 2017 (1 days) · Other · moved with a team
- Clearpath Wealth Management, L.C. to Blue River Capital LLCleft Jul 25, 2016, registered Oct 15, 2015 (-284 days) · Other
- Blue River Capital LLC to Global Financial Private Capital, Inc.left Jul 25, 2016, registered Aug 22, 2016 (28 days) · Other
Signals
- Patrick Steven Berch left Elevated Capital Advisors, Llc for Waterfront Wealth Inc. (registered 2022-10-17)Oct 11, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address