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Inactive

Grace Buchanan

Panoramic Capital Partners LLC

Lake Oswego, OR

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Current Employers
Panoramic Capital Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-08-11
  • OR RA
    APPROVED
    Since 2025-08-11

Branch Locations

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
Gonzaga University Portland WA 08/2023 05/2024
J.P. Morgan Securities Llc Seattle WA 07/2024 06/2025
Jpmorgan Chase Bank, N.A. Seattle WA 07/2024 06/2025
West Monroe Seattle WA 05/2023 08/2023
Tumbleweed Portland OR 06/2021 08/2021
Thesis Portland OR 06/2019 08/2021
Gonzaga University Spokane WA 08/2020 05/2024
Unemployed Portland OR 07/2014 06/2019
Panoramic Capital Partners Llc Lake Oswego OR 07/2025 Present
  • 08/2023 → 05/2024
    Gonzaga University
    Portland, WA
  • 07/2024 → 06/2025
    J.P. Morgan Securities Llc
    Seattle, WA
  • 07/2024 → 06/2025
    Jpmorgan Chase Bank, N.A.
    Seattle, WA
  • 05/2023 → 08/2023
    West Monroe
    Seattle, WA
  • 06/2021 → 08/2021
    Tumbleweed
    Portland, OR
  • 06/2019 → 08/2021
    Thesis
    Portland, OR
  • 08/2020 → 05/2024
    Gonzaga University
    Spokane, WA
  • 07/2014 → 06/2019
    Unemployed
    Portland, OR
  • 07/2025 → Present
    Panoramic Capital Partners Llc
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06
Other Names
  • Grace Buchanan
  • Grace Butler Buchanan

View on SEC IAPD

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Other Investors

ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY
MICHELLE LEE GAGIANO

Other Offices

NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
PACIFIC RIDGE CAPITAL PARTNERS, LLC · LAKE OSWEGO, OR

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