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SP

Sudhir G. Pai

MYTIMEEQUITY
Plano, TX 75024
Some features on this profile are disabled
CRD#: 5928622
SP

Professional summary


Sudhir Gurudatt Pai, who also goes by Sudhir G Pai, Sudhir G. Pai, Gurudatt Pai, is a registered financial advisor currently at MYTIMEEQUITY located in Plano, Texas.

Sudhir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Sudhir has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7TO and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Sudhir G Pai | Sudhir G. Pai | Gurudatt Pai

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.
all addresses below are 4512 Legacy Drive, Suite 100, Plano, TX 75024 unless stated otherwise. 1)Global Value Add, Inc.; non-investment related; tax preparation; Director; October 2008; 5 hrs/mo; o hr/mo during trading hours; preparing tax documents 2)Sudhir Pail CPA, PLCC; non-investment related; CPA Firm; Managing Partner; October 2011; 1 hr/mo; 0 hr/mo during trading hours; CPA duties 3)P&G Associates, PLLC; non-investment related; CPA Firm; Partner; December 2013; 1 hr/mo; 0 hr/mo during trading hours; CPA duties 4)Kuvera LLC; non-investment related; Personal investments; member; December 2016; 0 hr/mo; 0 hr/mo during trading hours; activities related to his personal investments 5)Surelynow, LLC; non-investment related; Life Insurance, RE and business consulting; CEO; 05/2021; 10 hrs/mo; 0 hr/mo during trading hours; Life insurance related duties 6)MyTimeEquity, LLC; investment related; RIA firm; Managing Partner; Sept 2021; 30 hrs/mo; 15 hrs/mo during trading hours; RIA duties 7)Suma Monde Kapital Partners GP, LP; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Real Estate GP; Managing Partner; Oct 2021; 0 hr/mo; 0 hr/mo during trading hours; Real estate asset buying and management 8)Suma Monde Kapital Partners, LLC; investment related; Private Equity & RE Firm; Managing Partner; Oct 2021; 30 hrs/mo; 15 hrs/mo during trading hours; Managing real estate related business 9)Investment Properties; non-investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Investment Rental properties; owner on title with wife; May 2012; 0 hr/mo; 0 hr/mo during trading hours; investment property duties 10)SUPRIYA & SUDHIR PAI FAMILY OFFICE, LLC; non-investment related; 7617 Choctaw Ln, Mckinney, TX 75070; Family Holding Entity; Manager; Oct 2021; 0 hr/mo; 0 hr/mo during trading hours; help his family make investments 11)TEF Capital GP, LP; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Hedge Fund GP entity; Managing Partner; Aug 2021; 0 hr/mo; 0 hr/mo during trading hours; Hedge fund responsibilities 12)TEF Capital, LLC; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Hedge Fund LLC; Managing Partner; Aug 2021; 30 hrs/mo; 15 hrs/mo during trading hours; Hedge fund responsibilities 13)SGP BUSINESS HOLDINGS LLC; non-investment related; 7617 Choctaw Ln, Mckinney, TX 75070; Consulting and investment properties rental LLC; no title; Oct 2014; 0 hr/mo; 0 hr/mo during trading hours; consulting and investment responsibilities 14)Legacy Wealth Planner, LLC; investment related; DBA name for securities related business 15)Suma Monde Real Estate Fund I LP; investment related; Real Estate Fund; Managing Partner; Oct 2021; 15 hrs/mo; 3 hrs/mo during trading hours; real estate fund responsibilities 16)Time Equities Fund II, LP; investment related; Hedge Fund investing in equities, current custodian is Interactive Brokers; Aug 2021; 10 hrs/mo; 0 hrs/mo during trading hours; Hedge Fund responsibilities 17) Guruganesh Ltd. Family trust [not investment related]; few hours/month as business advisor [start July 2017] 18) & 19) MyCMO LLC, [12/2016] and Our PSG LLC [July 2023] : Marketing entities; [not investment related]; business advisor to a marketing entities 20) SGP LLC; Marketing business, [not investment related]; start 2024, business advisor to a marketing business. 20) Sainaga LLC: Property holding LLC; [not investment related]; 4512 Legacy Drive, Suite 100, Plano, TX ; few hours/mo. as a business advisor [May 2012]

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Sudhir Gurudatt Pai'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

January 4, 2022 - Present

MYTIMEEQUITY

Office #1: 4512 Legacy Drive Suite 100, Plano, TX 75024Office #2: 4512 Legacy Dr Unit 100, Plano, TX 75024
RIA
CRD#: 316917
Plano, TX
Past

April 1, 2022 - March 21, 2023

SAXONY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122692
Plano, TX
Past

April 1, 2022 - March 21, 2023

SAXONY SECURITIES, INC.

BD
CRD#: 115547
Plano, TX
Past

January 11, 2020 - April 4, 2022

EMERSON EQUITY LLC

RIA
CRD#: 130032
Plano, TX
Past

November 4, 2019 - April 4, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
Plano, TX
Past

October 4, 2019 - November 5, 2019

REALTA EQUITIES, INC.

BD
CRD#: 23769
PLANO, TX
Past

August 1, 2011 - June 24, 2013

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
FRISCO, TX

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
(3/17/2022)
IAR
Florida
(2/28/2022)
IAR
Georgia
(9/10/2025)
IAR
New Jersey
(4/9/2025)
IAR
Texas
(1/4/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/21/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


MY
MYTIMEEQUITY
MYTIMEEQUITY | MYTIMEEQUITY, LLC

CRD#: 316917 / SEC#:

California
Registered Investment Advisory firm - (3/17/2022 Approved)
Florida
Registered Investment Advisory firm - (2/28/2022 Approved)
Georgia
Registered Investment Advisory firm - (9/10/2025 Approved)
New Jersey
Registered Investment Advisory firm - (4/9/2025 Approved)
North Carolina
Registered Investment Advisory firm - (1/10/2025 Approved)
Texas
Registered Investment Advisory firm - (1/4/2022 Approved)
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Contact information


Main Address
4512 Legacy Dr Unit 100, Plano, TX 75024
Mailing Address
Phone number
(469) 702-1272
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts275
AUM (Assets Under Management)$ 84,989,770

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.

Company Information


MYTIMEEQUITY

CRD#: 316917Plano, TX 75024

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