Julie C. Parham

SARMAYA PARTNERS

SAN ANTONIO, TX 78257

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CRD#: 4465301

Professional summary

Julie Christina Parham, who also goes by Julie C Blank, Julie Christina Blank, Julie C. Parham, Julie Parham, is a registered financial advisor currently at SARMAYA PARTNERS, LLC located in San Antonio, Texas.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Julie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie C Blank | Julie Christina Blank | Julie C. Parham | Julie Parham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Owner/landlord - Passive rental property; My husband and I own a single family home as a rental property. We have tenants in it and it's managed by a professional property manager.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Christina Parham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 2, 2025 - Present

SARMAYA PARTNERS, LLC

Office #1: 6002 Camp Bullis Road, Suite 201, San Antonio, TX 78257

RIA

CRD#: 330100

SAN ANTONIO, TX

Past

January 1, 2021 - June 13, 2025

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

DEL MAR, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SARMAYA PARTNERS, LLC

CRD#: 330100 / SEC#: 801-131861

RIA

Registered Investment Advisory firm - (1/21/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2020

Uniform Investment Adviser Law Examination

Current Firm

SARMAYA PARTNERS, LLC

CRD#: 330100 / SEC#: 801-131861

RIA

Registered Investment Advisory firm - (1/21/2025 Approved)

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Contact information

Main Address

6002 Camp Bullis Road, Suite 201, San Antonio, TX 78257

Mailing Address

Phone number

(303) 520-2419

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 6,000,000

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Texas	ERA - Withdrawn	12/20/2024

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Julie C. Parham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Christina Parham's CRS (Customer Relationship Summary).

Certified licenses

Experience

SARMAYA PARTNERS, LLC

TRUIST ADVISORY SERVICES, INC.

Primary Firm SEC Registration

SARMAYA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2020

Current Firm

SARMAYA PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

SARMAYA PARTNERS, LLC

TRUST BUT VERIFY

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