DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Sarmaya Partners, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Julie Christina Parham | Truist Advisory Services, Inc. BD affiliated | Sarmaya Partners, LLC asset manager | Other | Jun 13, 2025 | Nov 2, 2025 (142 d) |
| Wasif Ahmad Latif | Truist Advisory Services, Inc. BD affiliated | Sarmaya Partners, LLC asset manager | Other | Dec 15, 2023 | Nov 25, 2025 (711 d) |
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2 moves match.