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FIRM PROFILE
Overview
EQUITY SHIFT, INC. is located at 434 Fayetteville Street Suite 1150, Raleigh, NC 27601 and was first established at Atlanta, Delaware in 02/04/2019. After operating for 6 years, EQUITY SHIFT, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EQUITY SHIFT, INC.’s clients are individuals and 0% of their clients are high net worth individuals. EQUITY SHIFT, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EQUITY SHIFT, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EQUITY SHIFT, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EQUITY SHIFT, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for EQUITY SHIFT, INC. Comes From
Understanding the Statistics for EQUITY SHIFT, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
434 Fayetteville Street Suite 1150, Raleigh, NC 27601
434 Fayetteville Street Suite 1150, Raleigh, NC 27601
Small
(919) 500-7894
Delaware since 02/04/2019
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| EQUITY SHIFT HOLDINGS, INC. | OWNER | ||
| DUCKETT, WILLIAM GARRISON | CHIEF OPERATIONS OFFICER, CO-CHIEF COMPLIANCE OFFICER AND SECRETARY | 7270660 | |
| GORDON, THOMAS MARSHALL III | CHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE REPRESENTATIVE AND CHAIRPERSON OF THE BOARD | 7270771 | |
| PORTWOOD, WILLIAM BOYCE | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER AND CO-CHIEF COMPLIANCE OFFICER | 4853700 |
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Advisor's working at EQUITY SHIFT, INC.
William Barrett Powell
William Boyce Portwood
Phillip Nash Roberts
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