Shanika A. Mccloud

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 09/2018
  Mvb Mortgage
  Fairfax, VA
• 09/2020 → 03/2023
  Centaurus Financial Inc.
  Anaheim, CA
• 03/2023 → 11/2024
  Morgan Stanley Smith Barney Llc/Morgan Stanley Private Bank, N.A
  Reston, VA
• 11/2024 → Present
  Edward Jones
  St. Louis, MO
• 09/2018 → 02/2020
  Us Bank
  Fairfax, VA
• 02/2020 → 01/2022
  Mclean Mortgage
  Fairfax, VA
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2023-03-31 → 2024-11-14
  Morgan Stanley
  Reston, VA
• 2020-09-15 → 2023-04-03
  Centaurus Financial, Inc.
  Glen Allen, VA

Other Businesses

Edibly Green LLC dba Greenplicity Type: Personal Care Date: 09/01/12 Title: Owner Trad Hrs: 1 Tot Hrs: 1 Desc: make all natural skin care products City-State: Charles Town WV * Vacation Home Type of business: Vacation Home/Rental Property Davenport, FL Start date: 7/6/2024 Owner Hours per week: 1 Hours during trading: 1 Desc: We own a vacation property, which we rent out when we are not there.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-12

Other Names

• Shanika A, Mc Cloud
• Shanika Mc Cloud
• Shanika A. Mc Cloud