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David Smith Rankin

Proteus, LLC

Indianapolis, IN

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Current Employers
Proteus, Llc

510 E. 96Th Street Suite 400, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-03-13
  • IN RA
    APPROVED
    Since 2023-03-13

Branch Locations

510 E. 96Th Street Suite 400, Indianapolis, IN 46240 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2013 10/2021
Proteus, Llc Indianapolis IN 01/2023 Present
Pnc Private Bank Indianapolis IN 12/2021 12/2022
Work Hiatus Fishers IN 10/2021 12/2021
  • 09/2013 → 10/2021
    Camas, WA
  • 01/2023 → Present
    Indianapolis, IN
  • 12/2021 → 12/2022
    Pnc Private Bank
    Indianapolis, IN
  • 10/2021 → 12/2021
    Work Hiatus
    Fishers, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-13
S63 Uniform Securities Agent State Law Examination 1997-04-16
  • S65 Uniform Investment Adviser Law Examination
    2000-07-13
  • S63 Uniform Securities Agent State Law Examination
    1997-04-16
Designations

View on SEC IAPD

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