Taylor Carl Gentry

Employer firm

Panoramic Capital Partners LLC CRD 331349

$393M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Panoramic Capital Partners Llc

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

Current Registrations

Authority	Category	Status	Date
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

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

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-19

S65 Uniform Investment Adviser Law Examination

2024-09-19

View on SEC IAPD