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4116 W Spring Creek Pkwy Suite 100, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-10 |
| NJ | RA | APPROVED | 2025-04-09 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
4116 W Spring Creek Pkwy Suite 100, Plano, TX 75024 • United States
4512 Legacy Drive Suite 100, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Value Add, Inc | Plano | TX | 01/2009 | Present |
| Coastal Equities, Inc. | Wilmington | DE | 09/2019 | 11/2019 |
| Emerson Equity Llc | Irvine | CA | 11/2019 | 04/2022 |
| Surely Now Llc | Mckinney | TX | 05/2021 | Present |
| Mytimeequity, Llc | Plano | TX | 09/2021 | Present |
| Suma Monde Kapital Partners, Llc | Plano | TX | 02/2021 | Present |
| Emerson Advisors, Llc | Plano | TX | 01/2020 | 04/2022 |
| Suma Monde Kapital Partners Gp Lp | Plano | TX | 10/2021 | Present |
| Sudhir Pai Cpa Pllc | Plano | TX | 08/2011 | Present |
| Legacy Wealth Planner, Llc | Plano | TX | 09/2019 | 02/2023 |
| My Startup Cfo Llc | Plano | TX | 03/2017 | 07/2021 |
| Saxony Securities, Inc. | St. Louis | MO | 03/2022 | 03/2023 |
| Saxony Capital Management | St. Louis | MO | 03/2022 | 03/2023 |
| P&G Associates, Pllc | Plano | TX | 12/2013 | 05/2022 |
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/month; o hrs/month during trading hours; preparing tax documents 2) Sudhir Pai CPA, PLLC; non-investment related; CPA Firm; Managing Partner; October 2011; 1 hrs/month; 0 hrs/month during trading hours; CPA duties 3) SurelyNow, LLC; non-investment related; Life Insurance, RE and business consulting; CEO; 05/2021; 10 hrs/month; 0 hrs/month during trading hours; Life insurance related duties 4) Suma Monde Kapital Partners GP, LP; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Real Estate GP; Managing Partner; Oct 2021; 0 hrs/month; 0 hrs/month during trading hours; Real estate asset buying and management 5) Suma Monde Kapital Partners, LLC; investment related; Private Equity & RE Firm; Managing Partner; Oct 2021; 30 hrs/month; 15 hrs/month during trading hours; Managing real estate related business 6) Suma Monde Real Estate Fund I LP; investment related; Real Estate Fund; Managing Partner; Oct 2021; 15 hrs/month; 3 hrs/month during trading hours; real estate fund responsibilities 7) TEF Capital GP, LP; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Hedge Fund GP entity; Managing Partner; Aug 2021; 0 hrs./month; 0 hrs./month during trading hours; Hedge fund responsibilities 8) TEF Capital, LLC; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Hedge Fund LLC; Managing Partner; Aug 2021; 30 hrs./month; 15 hrs./month during trading hours; Hedge fund responsibilities 9) Legacy Wealth Planner, LLC; investment related; DBA name for securities related business 10) Our PSG LLC [July 2023]: Marketing entity; [not investment related]; business advisor to a marketing entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-08 |
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