Best Investors
Account
Sign in
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-19 |
Branch Locations
801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Agnew Company | Vancouver | WA | 09/2013 | 12/2025 |
| Laird Norton Wetherby Wealth Management, Llc | Seattle | WA | 10/2025 | Present |
the name of the other business; The Agnew Company whether the business is investment-related; Yes the address of the other business;7600 NE 41st Street, #110 Vancouver, WA 98662 the nature of the other business; The Agnew Company is a single-family investment office for a multi-generational family. The entity is currently in a 'run-off' phase, focused exclusively on the orderly wind-down of operations and the liquidation of legacy assets. It does not solicit outside capital, manage third-party funds, or make new investments. My role as Board Advisor is limited to providing guidance on the disposition of these legacy holdings and the administrative closure of the entity. your position; Board Advisor title, or relationship with the other business; I hold no voting, legal, or equity ownership interest in my previous employer, The Agnew Company. My only financial connection, beyond the compensation for serving as a board advisor, is a passive, non-discretionary right to deferred compensation earned for prior services. This compensation is contingent upon the eventual exit of certain legacy portfolio company investments and conveys no ownership, control, governance rights, or ongoing business involvement. the start date of your relationship; 01/16/2026 the approximate number of hours/month you devote to the other business; 1-5 hours the number of hours you devote to the other business during securities trading hours; 1-5 hours and briefly describe your duties relating to the other business; I am expected to provide institutional memory and continuity around the existing portfolio as the company completes its wind-down. I am not advising on or recommending new investments, allocating capital, or sourcing new investment opportunities. The scope of the role is limited to advising on the existing portfolio and related wind-down matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-27 |
Reach out to this advisor