DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Ralph Gregory Latza

Pacific Asset Management, LLCindependent RIAGig Harbor, WaIA-onlyIAPD 4060763

Certified Financial Planner

Feed of 09/14/2026

Also filed as Ralph Gregory Latza

At current firm

5 y

since May 7, 2021

In the industry

21 y

since Jun 9, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pacific Asset Management, LLC independent RIA current
since May 7, 2021 · Gig Harbor, Wa
Nr Smith & Associates, P.S. former
Mar 11, 2020 to Apr 30, 2021 · Olympia, Wa
Bluesky Wealth Advisors, LLC independent RIA
Aug 27, 2015 to Mar 11, 2016 · Santa Clara, Ca
Lifestream Financial, Inc. unclassified
Mar 26, 2013 to Oct 6, 2015 · Fremont, Ca
Wealthspire Advisors former
Oct 9, 2012 to Mar 28, 2013 · San Rafael, Ca
Plan[Real] unclassified
Jun 23, 2008 to Mar 18, 2010 · San Francisco, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 10, 2006 to Oct 2, 2007 · San Francisco, Ca
Morgan Stanley Dw Inc. unclassified
Aug 15, 2005 to Nov 16, 2005 · San Francisc, Ca

Moves

a registration end followed by a registration begin elsewhere

Nr Smith & Associates, P.S. to Pacific Asset Management, LLC
left Apr 30, 2021, registered May 7, 2021 (7 days) · Other
Bluesky Wealth Advisors, LLC to Nr Smith & Associates, P.S.
left Mar 11, 2016, registered Mar 11, 2020 (1461 days) · Other
Lifestream Financial, Inc. to Bluesky Wealth Advisors, LLC
left Oct 6, 2015, registered Aug 27, 2015 (-40 days) · Other
Wealthspire Advisors to Lifestream Financial, Inc.
left Mar 28, 2013, registered Mar 26, 2013 (-2 days) · Other
Plan[Real] to Wealthspire Advisors
left Mar 18, 2010, registered Oct 9, 2012 (936 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Plan[Real]
left Oct 2, 2007, registered Jun 23, 2008 (265 days) · Other
Morgan Stanley Dw Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 16, 2005, registered Mar 10, 2006 (114 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address