This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PANORAMA WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 3, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jun 3, 2003

First registration

Apr 7, 2006

Dual registered

yes, broker-dealer

Other names

KENNETH L MACDONALD |KENNETH L MACDONALD|KENNETH L MACDONALD

IAPD individual key

4587179

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Kenneth Laird Macdonald left Infinium Investment Advisors, Llc for Panorama Wealth Advisors (registered 2024-02-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7fa87fa-aeb5-d1cf-1b56-0d68d6c54b09

First observed

Apr 7, 2006

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.