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4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-09-23 |
Branch Locations
4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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