# RALPH GREGORY LATZA

RALPH GREGORY LATZA is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with PACIFIC ASSET MANAGEMENT, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PACIFIC ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115157) | 2021-05-07 | present | Yes |
| [NR SMITH AND ASSOCIATES, P.S.](https://search.stillhousedata.com/firm/116894) | 2020-03-11 | 2021-04-30 | — |
| [BLUESKY WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/116760) | 2015-08-27 | 2016-03-11 | — |
| [LIFESTREAM FINANCIAL, INC.](https://search.stillhousedata.com/firm/141438) | 2013-03-26 | 2015-10-06 | — |
| [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/110666) | 2012-10-09 | 2013-03-28 | — |
| [PLAN\[REAL\]](https://search.stillhousedata.com/firm/147091) | 2008-06-23 | 2010-03-18 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-03-10 | 2007-10-02 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2005-08-15 | 2005-11-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4060763)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4060763.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.