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

Daniel William Ruminski

Cambridge Investment Research Advisors, Inc.BD affiliatedIndependence, Oh dual registrantIAPD 4397160

Feed of 09/14/2026

Also filed as Daniel William Ruminski

At current firm

1 y

since Dec 16, 2024

In the industry

21 y

since Jul 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cambridge Investment Research Advisors, Inc. BD affiliated current
since Dec 16, 2024 · Olmsted, Oh
Ta-Check Financial Ltd. state registered
Jan 24, 2023 to Oct 23, 2025 · Parma, Oh
LPL Financial LLC BD affiliated
Feb 14, 2018 to Dec 20, 2024 · Olmsted Falls, Oh
Ta-Check Financial Ltd. state registered
Dec 7, 2017 to Dec 31, 2022 · Strongsville, Oh
Sii Investments, Inc. former
Aug 30, 2013 to Feb 14, 2018 · Strongsville, Oh

Moves

a registration end followed by a registration begin elsewhere

Ta-Check Financial Ltd. to Cambridge Investment Research Advisors, Inc.
left Oct 23, 2025, registered Dec 16, 2024 (-311 days) · Other
LPL Financial LLC to Ta-Check Financial Ltd.
left Dec 20, 2024, registered Jan 24, 2023 (-696 days) · Affiliated broker-dealer or bank to a state-registered adviser
Ta-Check Financial Ltd. to LPL Financial LLC
left Dec 31, 2022, registered Feb 14, 2018 (-1781 days) · Other · moved with a team
Sii Investments, Inc. to Ta-Check Financial Ltd.
left Feb 14, 2018, registered Dec 7, 2017 (-69 days) · Affiliated broker-dealer or bank to a state-registered adviser · moved with a team

Signals

Daniel William Ruminski left Ta-Check Financial Ltd. for Cambridge Investment Research Advisors, Inc. (registered 2024-12-16)
Oct 23, 2025 · Advisor changed firm · fact
Daniel William Ruminski left Lpl Financial Llc for Ta-Check Financial Ltd. (registered 2023-01-24)
Dec 20, 2024 · Advisor changed firm · fact
Daniel William Ruminski left Ta-Check Financial Ltd. for Lpl Financial Llc (registered 2018-02-14)
Dec 31, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address