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John Michael Shelton

Mwa Financial Services Inc.

Bellevue, WA

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Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-08
  • WA RA
    APPROVED
    Since 2025-07-08

Branch Locations

1750 112Th Avenue Ne Suite D-155, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc San Diego CA 04/2016 03/2017
Mml Investors Services, Llc Bellevue WA 03/2017 12/2017
Massmutual Life Insurance Company Bellevue WA 07/2016 12/2017
Guardian Life Insurance Co Of America Bothwell WA 02/2018 10/2021
Park Avenue Securities, Llc Bothwell WA 06/2018 10/2021
Guardian Life Insurance Company Bothell WA 10/2021 08/2023
Park Avenue Securities Bothell WA 10/2021 08/2023
Modern Woodmen Of America Rock Island IL 03/2023 Present
Mwa Financial Services Inc. Rock Island IL 06/2023 Present
  • 04/2016 → 03/2017
    Metlife Securities Inc
    San Diego, CA
  • 03/2017 → 12/2017
    Mml Investors Services, Llc
    Bellevue, WA
  • 07/2016 → 12/2017
    Massmutual Life Insurance Company
    Bellevue, WA
  • 02/2018 → 10/2021
    Guardian Life Insurance Co Of America
    Bothwell, WA
  • 06/2018 → 10/2021
    Park Avenue Securities, Llc
    Bothwell, WA
  • 10/2021 → 08/2023
    Guardian Life Insurance Company
    Bothell, WA
  • 10/2021 → 08/2023
    Park Avenue Securities
    Bothell, WA
  • 03/2023 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 06/2023 → Present
    Mwa Financial Services Inc.
    Rock Island, IL
Previous Registrations
  • 2018-06-12 → 2023-08-07
    Park Avenue Securities Llc
    Bothell, WA
    Bothell, WA
    Bothell, WA
  • 2017-03-25 → 2017-12-12
    Mml Investors Services, Llc
    San Diego, CA
    Seattle, WA
    Bellevue, WA
  • 2016-04-22 → 2017-03-25
    Msi Financial Services, Inc.
    San Diego, CA
  • 2014-09-02 → 2016-05-20
    Ameritas Investment Company, Llc
    San Diego, CA
    Lincoln, NE
  • 2013-01-07 → 2014-03-31
    Smc Advisory Network, Llc
    San Diego, CA
    Boardman, OH
  • 2010-09-29 → 2012-12-31
    Cetera Advisors Llc
    San Diego, CA
    San Diego, CA
  • 2005-06-13 → 2010-09-08
    Centara Capital Management Group, Inc.
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-06-11
S65 Uniform Investment Adviser Law Examination 2005-06-10
  • S63 Uniform Securities Agent State Law Examination
    2007-06-11
  • S65 Uniform Investment Adviser Law Examination
    2005-06-10
Other Names
  • John Michael Shelton

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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