DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ZARATHUSTRA WEALTH MANAGEMENT
North Providence, RI | PROVIDENCE, RI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ZARATHUSTRA WEALTH MANAGEMENT | State registered | Jul 11, 2024 | n/a | yes | PROVIDENCE, RI|North Providence, RI | Current employment |
| COASTAL FINANCIAL PLANNING, INC. | State registered | Sep 4, 2019 | Jan 23, 2025 | no | LINCOLN, RI | Previous registration |
| EDWARD JONES | National bd RIA | Jul 15, 2019 | Aug 19, 2019 | no | N Providence, RI|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COASTAL FINANCIAL PLANNING, INC. | ZARATHUSTRA WEALTH MANAGEMENT | Jan 23, 2025 | Jul 11, 2024 | -196 | Firm change after gap | Other |
| EDWARD JONES | COASTAL FINANCIAL PLANNING, INC. | Aug 19, 2019 | Sep 4, 2019 | 16 | Firm change | Ibd to state RIA |