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

Ashley Elise Musselman

Cg Advisory Servicesindependent RIAMunising, Mi IA-onlyIAPD 5751217

Feed of 09/15/2026

Also filed as Ashley E Bosley

At current firm

4 y

since Mar 9, 2022

In the industry

16 y

since Feb 25, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cg Advisory Services independent RIA current
since Mar 9, 2022 · Munising, Mi
LPL Financial LLC BD affiliated
Jun 30, 2020 to Apr 21, 2022 · Marquette, Mi
Commonwealth Financial Network national BD
Nov 25, 2019 to Jul 1, 2020 · Marquette, Mi
J.P. Morgan Securities LLC wirehouse
Sep 24, 2014 to Sep 11, 2019 · Traverse City, Mi

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Cg Advisory Services
left Apr 21, 2022, registered Mar 9, 2022 (-43 days) · RIA to RIA
Commonwealth Financial Network to LPL Financial LLC
left Jul 1, 2020, registered Jun 30, 2020 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
J.P. Morgan Securities LLC to Commonwealth Financial Network
left Sep 11, 2019, registered Nov 25, 2019 (75 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Ashley Elise Musselman left Lpl Financial Llc for Cg Advisory Services (registered 2022-03-09)
Apr 21, 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: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address