Wasif Ahmad Latif

Current Employers

Employment History

• 06/2006 → 06/2019
  Usaa Investment Management Company
  San Antonio, TX
• 07/2019 → 02/2021
  Victory Capital Management
  San Antonio, TX
• 02/2015 → 05/2021
  Unemployed
  San Antonio, TX
• 05/2021 → 01/2022
  Alp Capital Management - Self Employed
  San Antonio, TX
• 01/2022 → 12/2023
  Truist Advisory Services, Inc.
  New York, NY
• 01/2024 → Present
  Sarmaya Partners
  San Antonio, TX

Previous Registrations

• 2022-03-31 → 2023-12-15
  Truist Advisory Services, Inc.
  New York, NY
  New Egypt, NJ
  Atlanta, GA

Other Businesses

TALEEM LLC POSITION: Manager NATURE: It's an LLC I created to house potential business investments. It is inactive and does not have any assets or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2021 ADDRESS: , San Antonio TX , United States DESCRIPTION: It's an empty LLC with no activity. ALP CAPITAL LLC POSITION: Manager NATURE: An LLC I created to manage my IRA and Roth IRA accounts as a family investment. There no other assets for any other individual or entity. Once I migrate my personal holdings in these two accounts to Truist approved brokerages, I plan on closing/dissolving this LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2021 ADDRESS: , San Antonio TX , United States DESCRIPTION: Managing my own IRA and Roth IRA under this LLC as family office. Held at Interactive Brokers. Once I move these two accounts to Truist approved brokerage accounts, I will close/dissolve this LLC. ZAMEEN LLC POSITION: Manager NATURE: An LLC I registered with TX to eventually own my 2 single-home rental properties through. It is currently inactive and does not have any holdings or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2021 ADDRESS: , San Antonio TX , United States DESCRIPTION: Empty and inactive LLC. The plan is to migrate ownership of my 2 single family rental properties in this LLC in the future. Those properties are currently in my own name.The two properties are:8114 Floating ViewSan Antonio, TX 78255Monthly rent: $2150rented since 2011115 Canter GaitShavano Park, TXMonthly rent: $5000rented sinceFebruary 15, 2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-19
• S63 Uniform Securities Agent State Law Examination
  1994-12-23

Other Names

• Wasif Ahmed Latif