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Ralph Gregory Latza

Pacific Asset Management, LLC

Gig Harbor, WA

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Current Employers
Pacific Asset Management, Llc

4320 Harborview Dr, Gig Harbor, WA 98332 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-05-07
  • WA RA
    APPROVED
    Since 2021-05-07

Branch Locations

4320 Harborview Dr, Gig Harbor, WA 98332 • 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
Nr Smith And Associates, Ps Olympia WA 02/2020 04/2021
Self-Employed Olympia WA 05/2016 02/2020
Pacific Asset Management Gig Harbor WA 05/2021 Present
  • 02/2020 → 04/2021
    Nr Smith And Associates, Ps
    Olympia, WA
  • 05/2016 → 02/2020
    Self-Employed
    Olympia, WA
  • 05/2021 → Present
    Pacific Asset Management
    Gig Harbor, WA
Previous Registrations
  • 2020-03-11 → 2021-04-30
    Nr Smith And Associates, P.S.
    Olympia, WA
  • 2015-08-27 → 2016-03-11
    Bluesky Wealth Advisors, Llc
    Santa Clara, CA
    New Bern, NC
  • 2013-03-26 → 2015-10-06
    Lifestream Financial, Inc.
    Fremont, CA
  • 2012-10-09 → 2013-03-28
    Wealthspire Advisors
    San Rafael, CA
  • 2008-06-23 → 2010-03-18
    Plan[Real]
    San Francisco, CA
  • 2006-03-10 → 2007-10-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 2005-08-15 → 2005-11-16
    Morgan Stanley Dw Inc.
    San Francisc, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-09
  • S66 Uniform Combined State Law Examination
    2005-06-09
Designations
Other Names
  • Ralph Gregory Latza
  • Ralph G Latza

View on SEC IAPD

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Other Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA
SOWELL MANAGEMENT · Gig Harbor, WA
CONESTOGA WEALTH PARTNERS · GIG HARBOR, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
COMMONWEALTH FINANCIAL NETWORK · Gig Harbor, WA
INTEGRATED WEALTH CONCEPTS LLC · GIG HARBOR, WA

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