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

DKCB FINANCIAL ADVISORS, LLC

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, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S66

First exam

Feb 8, 2001

First registration

Jun 21, 2021

Dual registered

no

IAPD individual key

4332456

• Occurred

  Feb 26, 2026
  Advisor changed firm

  Michael David Agostinelli left Dkcb Financial Advisors, Llc for Avantax Advisory Services (registered 2023-10-24)

  Form ADVobserved 6 days ago
• Occurred

  Feb 26, 2026
  Advisor changed firm

  Michael David Agostinelli left Davie Kaplan Wealth Care Advisors, Llc for Dkcb Financial Advisors, Llc (registered 2021-06-22)

  Form ADVobserved 6 days ago
• Occurred

  Oct 3, 2025
  Advisor changed firm

  Michael David Agostinelli left Cetera Investment Advisers Llc for Dkcb Financial Advisors, Llc (registered 2026-03-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bcbda1bc-63f2-d57b-7eab-94b39250568d

First observed

Jun 21, 2021

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.