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 a corporate advisory entity that registered with the SEC in 2021. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized as "Unclassified" in the available snapshot. The profile indicates Equity Shift, Inc. does not operate as a capital allocator and is not described as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, or related adviser in the provided data.
Assets & Accounts
Location & Offices
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 3
Thomas 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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