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.
Advisor moves
Arrivals at Proteus, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jeffrey Michael Mcclure | Trajan Wealth, L.L.C. independent RIA | Proteus, LLC asset manager | Other | Jun 29, 2026 | Jul 16, 2026 |
| David Smith Rankin | Fisher Investments independent RIA | Proteus, LLC asset manager | Other | Nov 5, 2021 | Mar 13, 2023 (493 d) |
| Matthew Mark Reynolds | Sanctuary Advisors, LLC BD affiliated | Proteus, LLC no RAUM | Other | Aug 29, 2019 | Jan 23, 2020 (147 d) |
| Eric Gray Knauss | Deltec Wealth Management, LLC unclassified | Proteus, LLC no RAUM | Other | Jun 26, 2013 | Aug 18, 2014 (418 d) |
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4 moves match.