DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Michael Mcclure

Proteus, LLCasset managerIndianapolis, InIA-onlyIAPD 3064148

Feed of 09/14/2026

At current firm

0 y

since Jul 16, 2026

In the industry

27 y

since Oct 12, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Proteus, LLC asset manager current
since Jul 16, 2026 · Indianapolis, In
Trajan Wealth, L.L.C. independent RIA
Jan 7, 2025 to Jun 29, 2026 · Fortville, In
Virtus Investment Advisers, LLC asset manager
Nov 14, 2011 to Oct 4, 2023 · Fishers, In
Allspring Funds Management, LLC asset manager
Jan 4, 2010 to Oct 10, 2011 · San Francisco, Ca
Evergreen Investment Management Co unclassified
May 15, 2009 to Jan 4, 2010 · Boston, Ma
Bofa Advisors, LLC former
May 9, 2005 to Sep 5, 2007 · Fishers, In

Moves

a registration end followed by a registration begin elsewhere

Trajan Wealth, L.L.C. to Proteus, LLC
left Jun 29, 2026, registered Jul 16, 2026 (17 days) · Other
Virtus Investment Advisers, LLC to Trajan Wealth, L.L.C.
left Oct 4, 2023, registered Jan 7, 2025 (461 days) · Other
Allspring Funds Management, LLC to Virtus Investment Advisers, LLC
left Oct 10, 2011, registered Nov 14, 2011 (35 days) · Other
Evergreen Investment Management Co to Allspring Funds Management, LLC
left Jan 4, 2010, registered Jan 4, 2010 (0 days) · Other
Bofa Advisors, LLC to Evergreen Investment Management Co
left Sep 5, 2007, registered May 15, 2009 (618 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address