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Current Employers
Panoramic Capital Partners Llc

4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2024-09-23
  • MT RA
    APPROVED
    Since 2024-09-23

Branch Locations

Missoula, MT • United States

4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Panroamic Capital Partners Llc Missoula MT 05/2024 Present
Fi Holdings Llc Las Vegas NV 04/2023 05/2024
Endeavour Capital Portland OR 08/2015 04/2023
  • 05/2024 → Present
    Panroamic Capital Partners Llc
    Missoula, MT
  • 04/2023 → 05/2024
    Fi Holdings Llc
    Las Vegas, NV
  • 08/2015 → 04/2023
    Endeavour Capital
    Portland, OR
Other Businesses

1) Siyeh LLC; Investment Related; Portland, Oregon; Member; 05/24/2024; 1 hour per month; administrative duties for the holding company for investment in a private equity fund. 2) Graham Street Properties, LLC; Investment Related; Portland, Oregon; Member; 05/24/2024; 4 hours per month; investment and part of the development team. 3) Thrive Green Mountain, LLC; Investment Related; Papillion, Nebraska; Member; 05/24/2024; 1 hour per month; administrative/passive owner in real estate development project holding company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-19

View on SEC IAPD

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