# PATRICK TRAVERSE

PATRICK TRAVERSE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with SAVVY.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAVVY](https://search.stillhousedata.com/firm/318493) | 2026-03-06 | present | Yes |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2017-03-27 | 2026-02-27 | — |
| [MONEY CONCEPTS CAPITAL CORP](https://search.stillhousedata.com/firm/12963) | 2015-01-05 | 2017-03-23 | — |
| [INDEX STRATEGY ADVISORS INC.](https://search.stillhousedata.com/firm/154967) | 2013-07-01 | 2015-01-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6089405)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6089405.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.