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RIA / WealthAdvisor16 years in industry

ASHLEY ELISE MUSSELMAN

Advisor at CG ADVISORY SERVICES

Munising, MI | WILLIAMSTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92c5a31e-7daf-cad2-a1e7-4bd020132b41

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2014 to Sep 15, 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: CG ADVISORY SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 25, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Feb 25, 2010
First registration: Sep 24, 2014
Dual registered: no
Other names: ASHLEY E BOSLEY|ASHLEY ELISE BOSLEY
IAPD individual key: 5751217

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
CG ADVISORY SERVICES	Independent wealth	Mar 9, 2022	n/a	yes	Munising, MI\|WILLIAMSTON, MI	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 30, 2020	Apr 21, 2022	no	MARQUETTE, MI\|MILWAUKEE, WI\|MARQUETTE, MI	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Nov 25, 2019	Jul 1, 2020	no	MARQUETTE, MI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 24, 2014	Sep 11, 2019	no	TRAVERSE CITY, MI\|PETOSKEY, MI\|TRAVERSE CITY, MI	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
LPL FINANCIAL LLC	CG ADVISORY SERVICES	Apr 21, 2022	Mar 9, 2022	-43	Firm change after gap	RIA to RIA
COMMONWEALTH FINANCIAL NETWORK	LPL FINANCIAL LLC	Jul 1, 2020	Jun 30, 2020	-1	Firm change	Ibd to ibd
J.P. MORGAN SECURITIES LLC	COMMONWEALTH FINANCIAL NETWORK	Sep 11, 2019	Nov 25, 2019	75	Firm change	Wirehouse to ibd

Team moves

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

Team	Left	Joined	From	Kind
8032:6413:MI:2020-07-01	Jul 1, 2020	Jun 30, 2020	MARQUETTE, MI	Firm change

Relationships

Registered with (4)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Mar 9, 2022 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 30, 2020 to Apr 21, 2022factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Nov 25, 2019 to Jul 1, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 24, 2014 to Sep 11, 2019factForm ADV

Dated events

Occurred
Apr 21, 2022
Advisor changed firm
Ashley Elise Musselman left Lpl Financial Llc for Cg Advisory Services (registered 2022-03-09)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92c5a31e-7daf-cad2-a1e7-4bd020132b41
First observed: Sep 24, 2014
Last observed: Sep 15, 2026 5 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.

ASHLEY ELISE MUSSELMAN

Advisor at CG ADVISORY SERVICES

Munising, MI | WILLIAMSTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92c5a31e-7daf-cad2-a1e7-4bd020132b41

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CG ADVISORY SERVICES

Independent wealth

Mar 9, 2022

n/a

yes

Munising, MI|WILLIAMSTON, MI

Current employment

LPL FINANCIAL LLC

Bd affiliated wealth

Jun 30, 2020

Apr 21, 2022

MARQUETTE, MI|MILWAUKEE, WI|MARQUETTE, MI

Previous registration

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Nov 25, 2019

Jul 1, 2020

MARQUETTE, MI

Previous registration

J.P. MORGAN SECURITIES LLC

Wirehouse

Sep 24, 2014

Sep 11, 2019

TRAVERSE CITY, MI|PETOSKEY, MI|TRAVERSE CITY, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

CG ADVISORY SERVICES

Apr 21, 2022

Mar 9, 2022

-43

Firm change after gap

RIA to RIA

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

Jul 1, 2020

Jun 30, 2020

-1

Firm change

Ibd to ibd

J.P. MORGAN SECURITIES LLC

COMMONWEALTH FINANCIAL NETWORK

Sep 11, 2019

Nov 25, 2019

Firm change

Wirehouse to ibd

Team

Left

Joined

From

Kind

8032:6413:MI:2020-07-01

Jul 1, 2020

Jun 30, 2020

MARQUETTE, MI

Firm change