Adam Griffes Van Ness

Current Employers

Employment History

• 07/2021 → Present
  Nw Straits Financial Services Llc
  Bellingham, WA
• 05/2016 → 06/2021
  Homemaker
  Bellingham, WA

Other Businesses

Transparent LLC Owner/operator of Transparent LLC, which operates AdviserReport.com, a consumer-facing platform that publishes scored transparency reports on SEC- and state-registered investment advisers based on publicly available Form ADV filings. No personalized investment advice; no securities recommendations; no compensation from rated firms. 406 E Maryland St, Bellingham WA 98225 05/2026 to Present APPROXIMATE NUMBER OF HOURS/MONTH: 15 NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1 Whatcom Community College Teaching community based continuing education classes on personal finance related topics. 406 E Maryland St, Bellingham WA 98225 01/2019 to Present APPROXIMATE NUMBER OF HOURS/MONTH: 2 NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES: Teach classes at the community college on personal finance topics such as saving, budgeting, debt, insurance, and other general personal finance related topics. Unity Care Northwest (UCNW) Board Member Board member for a local non-profit healthcare provider. 220 Unity Street, Bellingham, WA 98225 02/2023 to Present APPROXIMATE NUMBER OF HOURS/MONTH: 2 NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES: Serve as community representative, helping make decisions on which services are provided and overall direction.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-29
• S66 Uniform Combined State Law Examination
  2005-08-16