Equity Shift, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 309841
- Registered since
- May 5, 2021
- Website
- equityshift.com
Firm profile
FINTRXOverview
Equity Shift, Inc. is organized as a corporation and is listed in FINTRX as SEC-registered in 2021. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" and is not identified as a capital allocator. FINTRX indicates the firm is not an active ESG investor, is not a multistate adviser, and is not designated a pension consultant or related adviser. The firm has not provided detail on core business activities, advisory services, fee schedules, or its client segments in the data source, so there is limited visibility into its target markets or service model.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Thomas Gordon
Chief Executive OfficerCRD 7270771

William Duckett
COO & Co-FounderCRD 7270660
William Portwood
CFOCRD 4853700
Contacts
3 of 5
Abigail Roush
DirectorCRD 8208524

Jaime Torres
Senior Vice PresidentCRD 3138407

Colby Hagen
Vice PresidentCRD 8115571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 434 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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