DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Mccabe

Diversify Wealth Management, LLCindependent RIASouth Jordan, Utdual registrantIAPD 7210581

Certified Financial Planner

Feed of 09/14/2026

Also filed as Mike Mccabe

At current firm

1 y

since Apr 10, 2025

In the industry

10 y

since Jul 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Diversify Wealth Management, LLC independent RIA current
since Apr 10, 2025 · South Jordan, Ut
Dfpg Investments, LLC former
Oct 12, 2023 to Jan 2, 2024 · South Jordan, Ut
Diversify Advisory Services, LLC BD affiliated
Oct 12, 2023 to Apr 9, 2025 · South Jordan, Ut
Fox & Company Wealth Management unclassified
Sep 22, 2022 to Feb 22, 2023 · Saratoga Springs, Ut
Capita Financial Network, LLC independent RIA
Oct 19, 2021 to Aug 29, 2022 · Draper, Ut

Moves

a registration end followed by a registration begin elsewhere

Diversify Advisory Services, LLC to Diversify Wealth Management, LLC
left Apr 9, 2025, registered Apr 10, 2025 (1 days) · Affiliated broker-dealer or bank to independent RIA
Dfpg Investments, LLC to Diversify Advisory Services, LLC
left Jan 2, 2024, registered Oct 12, 2023 (-82 days) · RIA to affiliated broker-dealer or bank · moved with a team
Fox & Company Wealth Management to Dfpg Investments, LLC
left Feb 22, 2023, registered Oct 12, 2023 (232 days) · Other
Capita Financial Network, LLC to Fox & Company Wealth Management
left Aug 29, 2022, registered Sep 22, 2022 (24 days) · Other

Signals

Michael Mccabe left Diversify Advisory Services, Llc for Diversify Wealth Management, Llc (registered 2025-04-10)
Apr 9, 2025 · Advisor changed firm · fact
Michael Mccabe left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-10-12)
Jan 2, 2024 · Advisor changed firm · fact
Michael Mccabe left Fox & Company Wealth Management for Dfpg Investments, Llc (registered 2023-10-12)
Feb 22, 2023 · Advisor changed firm · fact
Michael Mccabe left Capita Financial Network, Llc for Fox & Company Wealth Management (registered 2022-09-22)
Aug 29, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address