Patrick Traverse

Current Employers

Employment History

• 12/2014 → 03/2017
  Money Concepts Capital Corp
  West Palm Beach, FL
• 03/2017 → 02/2026
  Belpointe Asset Management, Llc
  Reno, NV
• 03/2017 → 12/2019
  Belpointe Insurance, Llc
  Greenwich, CT
• 03/2021 → 03/2026
  Belpointe Services Llc.
  Greenwich, CT
• 03/2026 → Present
  Savvy
  Mount Pleasant, SC

Previous Registrations

• 2017-03-27 → 2026-02-27
  Belpointe Asset Management Llc
  Mount Pleasant, SC
  Reno, NV
  Mount Pleasant, SC
• 2015-01-05 → 2017-03-23
  Money Concepts Capital Corp
  Charleston, SC
  Mount Pleasant, SC
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2013-07-01 → 2015-01-10
  Index Strategy Advisors Inc.
  Los Angeles, CA

Other Businesses

1) Breakaway Tax and Consulting LLC; non-investment related; Mount Pleasant, SC; tax strategy planning and consulting; owner; 01/01/2022; 20 hours/week; 20 hours/week during trading; tax consulting services to layer in with wealth management offering. 2) Breakaway Financial Group LLC, business marketing name for financial services; investment related; 04/01/2017; the DBA for employment at Savvy; Mount Pleasant, SC; same hours as Savvy, this is the DBA for this role. 3) Traverse Green Energy LLC; investment related; Mount Pleasant, SC; Purchase and manage solar and other green energy assets; owner; 01/01/2025; 2 hours/week; 0 during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-01
• S63 Uniform Securities Agent State Law Examination
  2012-07-13

Designations