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Inactive

Lisa Elizabeth Hodges

Shift To Impact

Durham, NC

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Current Employers
Shift To Impact

Durham, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-13
CA RA APPROVED 2022-07-25
NC RA APPROVED 2021-02-22
  • TX RA
    APPROVED_RES
    Since 2023-06-13
  • CA RA
    APPROVED
    Since 2022-07-25
  • NC RA
    APPROVED
    Since 2021-02-22

Branch Locations

Durham, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed New York NY 02/2015 12/2017
Vanderbilt Advisory Services Woodbury NY 02/2018 06/2018
Shift To Impact, Llc Washington DC 05/2018 04/2019
Shift To Impact, Llc Durham NC 01/2021 Present
Marketing Consulting Washington DC 05/2019 12/2020
  • 02/2015 → 12/2017
    Self Employed
    New York, NY
  • 02/2018 → 06/2018
    Vanderbilt Advisory Services
    Woodbury, NY
  • 05/2018 → 04/2019
    Shift To Impact, Llc
    Washington, DC
  • 01/2021 → Present
    Shift To Impact, Llc
    Durham, NC
  • 05/2019 → 12/2020
    Marketing Consulting
    Washington, DC
Previous Registrations
  • 2018-08-14 → 2019-04-17
    Shift To Impact
    Washington, DC
  • 2018-02-28 → 2018-06-11
    Vanderbilt Advisory Services
    Washington, DC
    Woodbury, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-12
  • S65 Uniform Investment Adviser Law Examination
    2017-12-12

View on SEC IAPD

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