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.
Advisor moves
Arrivals at Dkcb Financial Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael David Agostinelli | Davie Kaplan Wealth Care Advisors, LLC state registered | Dkcb Financial Advisors, LLC state registered | Other | Feb 26, 2026 | Jun 22, 2021 |
| Jeanne E Morelli | Davie Kaplan Wealth Care Advisors, LLC state registered | Dkcb Financial Advisors, LLC state registered | Other | Feb 26, 2026 | Jun 22, 2021 |
| Jeanne E Morelli | Cetera Investment Advisers LLC BD affiliated | Dkcb Financial Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 28, 2025 | Mar 19, 2026 (142 d) |
| Michael David Agostinelli | Cetera Investment Advisers LLC BD affiliated | Dkcb Financial Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2025 | Mar 19, 2026 (167 d) |
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4 moves match.