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RIA / WealthAdvisor12 years in industry

MICHAEL EDWARD SHELTON

Advisor at 360 WEALTH CONSULTANTS, LLC

ROANOKE, VA

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Search this name across graphsid dfx:ria:00b9c16c-3d45-1377-23c1-76eae5dc60a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2014 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: 360 WEALTH CONSULTANTS, LLC
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: Oct 12, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 12, 2013
First registration: Oct 30, 2014
Dual registered: no
Other names: MICHAEL E SHELTON
IAPD individual key: 6178299

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
360 WEALTH CONSULTANTS, LLC	State registered	Feb 17, 2021	n/a	yes	ROANOKE, VA	Current employment
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Dec 4, 2019	Jul 2, 2020	no	Roanoke, VA\|DALLAS, TX	Previous registration
COLONIAL RIVER WEALTH MANAGEMENT LLC	Independent wealth	May 22, 2019	Dec 18, 2019	no	Roanoke, VA	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Sep 7, 2016	May 22, 2019	no	Roanoke, VA	Previous registration
360 FINANCIAL SOLUTIONS, LLC	n/a	May 19, 2016	Aug 29, 2016	no	ROANOKE, VA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 30, 2014	May 19, 2016	no	ROANOKE, VA\|ROANOKE, VA\|CHARLOTTE, NC	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
LEVEL FOUR ADVISORY SERVICES	360 WEALTH CONSULTANTS, LLC	Jul 2, 2020	Feb 17, 2021	230	Firm change	Ibd to state RIA
COLONIAL RIVER WEALTH MANAGEMENT LLC	LEVEL FOUR ADVISORY SERVICES	Dec 18, 2019	Dec 4, 2019	-14	Firm change	RIA to ibd
ON INVESTMENT MANAGEMENT CO	COLONIAL RIVER WEALTH MANAGEMENT LLC	May 22, 2019	May 22, 2019	0	Firm change	Ibd to RIA
360 FINANCIAL SOLUTIONS, LLC	ON INVESTMENT MANAGEMENT CO	Aug 29, 2016	Sep 7, 2016	9	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	360 FINANCIAL SOLUTIONS, LLC	May 19, 2016	May 19, 2016	0	Firm change	Other

Relationships

Registered with (6)

→ 360 WEALTH CONSULTANTS, LLCRegistered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 4, 2019 to Jul 2, 2020factForm ADV
→ COLONIAL RIVER WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 22, 2019 to Dec 18, 2019factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Sep 7, 2016 to May 22, 2019factForm ADV
→ 360 FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: previous registration
May 19, 2016 to Aug 29, 2016factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 30, 2014 to May 19, 2016factForm ADV

Dated events

No dated event names this entity yet.