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.

Current firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 21, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

Jun 21, 1991

First registration

Sep 30, 2003

Dual registered

no

IAPD individual key

2153183

• Occurred

  Aug 15, 2024
  Advisor changed firm

  Michael Patrick Mccann left Thrivent Advisor Network, Llc for Diversify Wealth Management, Llc (registered 2024-07-18)

  Form ADVobserved 3 days ago
• Occurred

  Apr 4, 2023
  Advisor changed firm

  Michael Patrick Mccann left Perspective Financial Services Llc for Thrivent Advisor Network, Llc (registered 2023-03-01)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:071695e6-164e-bbe8-0090-e3d72858bdcb

First observed

Sep 30, 2003

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.