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Willard M Bollenbach

Agate Pass Investment, LLC

Bainbridge Island, WA

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Current Employers
Agate Pass Investment, Llc

400 Winslow Way East Suite 220, Bainbridge Island, WA 98110 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-16
  • WA RA
    APPROVED
    Since 2025-07-16

Branch Locations

400 Winslow Way East Suite 220, Bainbridge Island, WA 98110 • 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
Credit Suisse Asset Management New York NY 07/2015 06/2019
Agate Pass Investment Management Seattle WA 07/2025 Present
Foresight Global Investors Purchase NY 07/2019 06/2025
  • 07/2015 → 06/2019
    Credit Suisse Asset Management
    New York, NY
  • 07/2025 → Present
    Agate Pass Investment Management
    Seattle, WA
  • 07/2019 → 06/2025
    Foresight Global Investors
    Purchase, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-15
  • S63 Uniform Securities Agent State Law Examination
    2015-08-15
Designations
Other Names
  • Willard Bollenbach

View on SEC IAPD

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