Sudhir Gurudatt Pai
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
17 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Suma Monde Kapital Partners GP LPOct 2021 to now
- Mytimeequity, LLCSep 2021 to now
- Surely Now LLCMay 2021 to now
- Suma Monde Kapital Partners, LLCFeb 2021 to now
- Sudhir Pai Cpa PLLCAug 2011 to now
- Global Value Add, IncJan 2009 to now
- Saxony Capital ManagementMar 2022 to Mar 2023
- Saxony Securities, Inc.Mar 2022 to Mar 2023
- Emerson Advisors, LLCJan 2020 to Apr 2022
- Emerson Equity LLCNov 2019 to Apr 2022
- Legacy Wealth Planner, LLCSep 2019 to Feb 2023
- Coastal Equities, Inc.Sep 2019 to Nov 2019
- My Startup Cfo LLCMar 2017 to Jul 2021
- P&G Associates, PLLCDec 2013 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, NJ, TX).
Mytimeequity
Legal name: Mytimeequity, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 5928622
- 316917