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Jeffrey Eugene Mcloud

Mcloud Advisory Services LLC

Ada, OK

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Current Employers
Mcloud Advisory Services Llc

Ada, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-07-22
  • OK RA
    APPROVED
    Since 2025-07-22

Branch Locations

Ada, OK • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc Oklahoma City OK 05/2015 07/2020
Securities America Advisors Oklahoma City OK 05/2015 07/2020
Mcloud Advisory Services Llc Ada OK 08/2020 12/2024
Mcloud Investment Management Llc Shawnee OK 06/2016 05/2021
Mcloud Insurance Services Llc Ada OK 08/2020 Present
Us Health Advisors Oklahoma City OK 01/2024 05/2024
Wholesale Payment Lubbock TX 07/2024 08/2024
Mcloud Advisory Services Llc Ada OK 05/2025 Present
Mcloud Advisory Services Llc Ada OK 08/2020 Present
Freight Punchin Oklahoma City OK 08/2023 12/2023
Team One Trucking Oklahoma City OK 01/2021 07/2023
Insurance Agent Ada OK 01/2024 Present
  • 05/2015 → 07/2020
    Securities America Inc
    Oklahoma City, OK
  • 05/2015 → 07/2020
    Securities America Advisors
    Oklahoma City, OK
  • 08/2020 → 12/2024
    Ada, OK
  • 06/2016 → 05/2021
    Mcloud Investment Management Llc
    Shawnee, OK
  • 08/2020 → Present
    Mcloud Insurance Services Llc
    Ada, OK
  • 01/2024 → 05/2024
    Us Health Advisors
    Oklahoma City, OK
  • 07/2024 → 08/2024
    Wholesale Payment
    Lubbock, TX
  • 05/2025 → Present
    Ada, OK
  • 08/2020 → Present
    Ada, OK
  • 08/2023 → 12/2023
    Freight Punchin
    Oklahoma City, OK
  • 01/2021 → 07/2023
    Team One Trucking
    Oklahoma City, OK
  • 01/2024 → Present
    Insurance Agent
    Ada, OK
Previous Registrations
Other Businesses

1) MCLOUD INSURANCE SERVICES LLC - 8/2020 TO PRESENT. NOT INVESTMENT RELATED. CREATED FOR TAX PURPOSES ONLY. 12435 COUNTR ROAD 3593 CIRCLE, ADA, OK 74820. 2) INSURANCE AGENT - 01/2024 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 12435 COUNTR ROAD 3593 CIRCLE, ADA, OK 74820.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-01
  • S66 Uniform Combined State Law Examination
    2009-08-01
Other Names
  • Jeffrey E Mcloud
  • Jeffrey Eugene Mcloud
  • Jeffrey Mcloud

View on SEC IAPD

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