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

BIRCH BAY FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

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

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

First registration

Feb 26, 2025

Dual registered

no

Other names

Mac Zevenbergen

IAPD individual key

8037920

• Occurred

  Jun 12, 2025
  Advisor changed firm

  Mccarroll Zevenbergen left Plan2Thrive Financial for Birch Bay Financial Planning (registered 2026-08-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c97258b-75ef-86c9-052b-87e0494a03be

First observed

Feb 26, 2025

Last observed

Sep 14, 2026 7 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.