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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 07/2016 | 05/2024 |
| Panoramic Capital Partners Llc | Lake Oswego | OR | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2016 | 05/2024 |
1. *505817 : GRAHAM STREET PROPERTIES, LLC ; Investment related : Yes ; Portland ; Oregon ; Real Estate ; Investor:Partner (proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 5 2. Siyeh LLC; Investment Related; Portland, Oregon; Real Estate; Member; 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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