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4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2024-05-24 |
Branch Locations
4949 Meadows Road Suite 360, Lake Oswego, OR 97035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Portland | OR | 06/2009 | 05/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2024 |
| Panoramic Capital Partners Llc | Lake Oswego | OR | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 05/2024 |
* 380459 - Power of Attorney; Not Investment related ; Portland , OR; Power of attorney (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 5; After business hours: 5. *383661 - William & Barbara Carter Properties LLC; Investment related; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *383662 - 900 W. 8th Street LLC; Investment related; Medford, OR; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *383664 - 9 Todd Lane LLC; Investment related; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *383665 - 26 Newtown LLC; Investment related; Medford, OR; Property management activities; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 2; After business hours: 2. *539615- Trust; Investment related-Yes; Lake Oswego, Oregon; 04/2020; During business hours: 5; After business hours: 10 *Carter Family Properties LLC; investment-related; Lake Oswego, Oregon; Member; Real Estate; manage and oversee various investment properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-05 |
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