SH
Sudhir Holla
MYTIMEEQUITY
Plano, TX 75024
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CRD#: 7355950
SH
Professional summary
Sudhir Holla 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 2022. Sudhir has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Koalla Technologies LLC, [https://koalla.tech] is an investment-related firm of which Mr. Holla is the 49% owner since January 2020. The firm is located at 5926 Louis Ln, Frisco, TX 75035. Mr. Holla dedicates up to 40 hours per week to this firm, developing algorithms, managing its website and relationships with third party program developers; approximately 30 of those hours occur during market time. Mr. Holla's wife is the 51% owner of the firm; her duties are administrative (customer service, responding to emails).
CRS (Client Relationship Summary) - RIA
Click below to view Sudhir Holla'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®
NoneExperience
Current
April 22, 2022 - Present
MYTIMEEQUITY
Office #1: 4512 Legacy Drive Suite 100, Plano, TX 75024RIA
CRD#: 316917
Plano, 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(4/22/2022)
IAR
Florida(5/4/2022)
IAR
Texas(4/22/2022)
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 84,989,770 |
Red Flags
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Company Information
MYTIMEEQUITY
CRD#: 316917Plano, TX 75024TRUST BUT VERIFY
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