Ralph Gregory Latza

Employer firm

Pacific Asset Management, LLC CRD 115157

$385M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2005-06-09

Designations

• Certified Financial Planner

Other Names

• Ralph Gregory Latza
• Ralph G Latza