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
George Musselman
Feed of 09/14/2026
Also filed as George Arias Musselman
At current firm
5 y
since Oct 21, 2020
In the industry
20 y
since Aug 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Oct 21, 2020 · Tomball, Tx
- Hfg Wealth Management, LLC independent RIAFeb 11, 2019 to Oct 16, 2020 · The Woodlands, Tx
- Rhame & Gorrell Wealth Management independent RIAOct 3, 2018 to Nov 14, 2018 · The Woodlands, Tx
- Bogart Wealth, LLC independent RIAJan 8, 2018 to Sep 28, 2018 · The Woodlands, Tx
- Charles Schwab & Co., Inc. national BDJul 23, 2010 to Jan 4, 2018 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Hfg Wealth Management, LLC to J.P. Morgan Securities LLCleft Oct 16, 2020, registered Oct 21, 2020 (5 days) · RIA to wirehouse
- Rhame & Gorrell Wealth Management to Hfg Wealth Management, LLCleft Nov 14, 2018, registered Feb 11, 2019 (89 days) · RIA to RIA
- Bogart Wealth, LLC to Rhame & Gorrell Wealth Managementleft Sep 28, 2018, registered Oct 3, 2018 (5 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Bogart Wealth, LLCleft Jan 4, 2018, registered Jan 8, 2018 (4 days) · Other
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address