# PATRICK STEVEN BERCH

PATRICK STEVEN BERCH is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with WATERFRONT WEALTH INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WATERFRONT WEALTH INC.](https://search.stillhousedata.com/firm/173220) | 2022-10-17 | present | Yes |
| [ELEVATED CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/226721) | 2017-02-03 | 2022-10-11 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2016-08-22 | 2017-02-02 | — |
| [BLUE RIVER CAPITAL LLC](https://search.stillhousedata.com/firm/277130) | 2015-10-15 | 2016-07-25 | — |
| [CLEARPATH WEALTH MANAGEMENT, L.C.](https://search.stillhousedata.com/firm/116029) | 2010-11-23 | 2016-07-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5757139)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5757139.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.