Holly Ross

Current Employers

First Pacific Financial, Inc.

610 Esther Street Suite 100, Vancouver, WA 98660 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-03-06
TX	RA	APPROVED	2025-03-06
WA	RA	APPROVED	2025-03-06

OR RA
APPROVED

Since 2025-03-06
TX RA
APPROVED

Since 2025-03-06
WA RA
APPROVED

Since 2025-03-06

Branch Locations

610 Esther Street Suite 100, Vancouver, WA 98660 • 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

Organization	City	State	From	To
Samsung Electronics America	Mountain View	CA	06/2016	07/2018
Facebook	Menlo Park	CA	08/2018	01/2020
Intuit	Mountain View	CA	01/2020	02/2025
First Pacific Financial, Inc.	Vancouver	CA	02/2025	Present

06/2016 → 07/2018

Samsung Electronics America

Mountain View, CA
08/2018 → 01/2020

Facebook

Menlo Park, CA
01/2020 → 02/2025

Intuit

Mountain View, CA
02/2025 → Present

First Pacific Financial, Inc.

Vancouver, CA

Other Businesses

1. Tashi Lhunpo Foundation. Not investment related. Board Secretary. Start date: 01/2020. Nonprofit dedicated to financially supporting a Tibetan monastery in India. Less than 10% of time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-15

S65 Uniform Investment Adviser Law Examination

2024-11-15

Other Names

Holly B Ross

View on SEC IAPD