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RIA / WealthAdvisor29 years in industry

MURRAY FLOYD KOSMIN

Advisor at KOSMIN WEALTH MANAGEMENT

BEACHWOOD, OH

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Search this name across graphsid dfx:ria:47064e01-039f-2275-7627-ae0edcff46fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KOSMIN WEALTH MANAGEMENT
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: Mar 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 17, 2000
First registration: Jan 14, 2003
Dual registered: no
IAPD individual key: 3127996

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KOSMIN WEALTH MANAGEMENT	State registered	Nov 9, 2018	n/a	yes	BEACHWOOD, OH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Nov 9, 2018	no	BEACHWOOD, OH	Previous registration
TA-CHECK FINANCIAL LTD.	State registered	Dec 7, 2017	Feb 2, 2021	no	Beachwood, OH	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Aug 28, 2007	Feb 15, 2018	no	BEACHWOOD, OH\|APPLETON, WI\|BEACHWOOD, OH\|APPLETON, WI	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 14, 2003	Aug 13, 2007	no	PARMA, OH\|BEACHWOOD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TA-CHECK FINANCIAL LTD.	LPL FINANCIAL LLC	Feb 2, 2021	Feb 14, 2018	-1,084	Firm change after gap	Other
LPL FINANCIAL LLC	KOSMIN WEALTH MANAGEMENT	Nov 9, 2018	Nov 9, 2018	0	Firm change	RIA to state RIA
SII INVESTMENTS, INC.	TA-CHECK FINANCIAL LTD.	Feb 15, 2018	Dec 7, 2017	-70	Firm change after gap	Ibd to state RIA
FSC SECURITIES CORPORATION	SII INVESTMENTS, INC.	Aug 13, 2007	Aug 28, 2007	15	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
2225:122953:WI:2018-02-14	Feb 15, 2018	Dec 7, 2017	APPLETON, WI	Firm change after gap

Relationships

Registered with (5)

→ KOSMIN WEALTH MANAGEMENTRegistered adviserregistration: current employment
Nov 9, 2018 to presentfactForm ADV
→ TA-CHECK FINANCIAL LTD.Registered adviserregistration: previous registration
Dec 7, 2017 to Feb 2, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Nov 9, 2018factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 28, 2007 to Feb 15, 2018factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 14, 2003 to Aug 13, 2007factForm ADV

Dated events

No dated event names this entity yet.