DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

JEFFREY MICHAEL MCCLURE

Advisor at PROTEUS, LLC

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f691699-b3b4-8df5-994f-182a95cbadcb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 9, 2005 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: PROTEUS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 12, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 12, 1998
First registration: May 9, 2005
Dual registered: no
IAPD individual key: 3064148

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
PROTEUS, LLC	Asset manager	Jul 16, 2026	n/a	yes	INDIANAPOLIS, IN	Current employment
TRAJAN WEALTH, L.L.C.	Independent wealth	Jan 7, 2025	Jun 29, 2026	no	Fortville, IN\|Carmel, IN\|SCOTTSDALE, AZ	Previous registration
VIRTUS INVESTMENT ADVISERS, LLC	Asset manager	Nov 14, 2011	Oct 4, 2023	no	FISHERS, IN\|HARTFORD, CT\|FORTVILLE, IN	Previous registration
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	Jan 4, 2010	Oct 10, 2011	no	SAN FRANCISCO, CA	Previous registration
EVERGREEN INVESTMENT MANAGEMENT CO	n/a	May 15, 2009	Jan 4, 2010	no	BOSTON, MA	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	May 9, 2005	Sep 5, 2007	no	FISHERS, IN\|BOSTON, MA\|FORTVILLE, IN	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
TRAJAN WEALTH, L.L.C.	PROTEUS, LLC	Jun 29, 2026	Jul 16, 2026	17	Firm change	Other
VIRTUS INVESTMENT ADVISERS, LLC	TRAJAN WEALTH, L.L.C.	Oct 4, 2023	Jan 7, 2025	461	Firm change after gap	Other
ALLSPRING FUNDS MANAGEMENT, LLC	VIRTUS INVESTMENT ADVISERS, LLC	Oct 10, 2011	Nov 14, 2011	35	Firm change	Other
EVERGREEN INVESTMENT MANAGEMENT CO	ALLSPRING FUNDS MANAGEMENT, LLC	Jan 4, 2010	Jan 4, 2010	0	Firm change	Other
BOFA ADVISORS, LLC	EVERGREEN INVESTMENT MANAGEMENT CO	Sep 5, 2007	May 15, 2009	618	Firm change after gap	Other

Relationships

Registered with (6)

→ PROTEUS, LLCRegistered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: previous registration
Jan 7, 2025 to Jun 29, 2026factForm ADV
→ VIRTUS INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Nov 14, 2011 to Oct 4, 2023factForm ADV
→ ALLSPRING FUNDS MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 4, 2010 to Oct 10, 2011factForm ADV
→ EVERGREEN INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
May 15, 2009 to Jan 4, 2010factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
May 9, 2005 to Sep 5, 2007factForm ADV

Dated events

Occurred
Jun 29, 2026
Advisor changed firm
Jeffrey Michael Mcclure left Trajan Wealth, L.L.C. for Proteus, Llc (registered 2026-07-16)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2023
Advisor changed firm
Jeffrey Michael Mcclure left Virtus Investment Advisers, Llc for Trajan Wealth, L.L.C. (registered 2025-01-07)
Form ADVobserved 5 days ago