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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

V••• M•••• J••••••

P•••••• A•••••• G••••• L••BD affiliatedCamarillo, Ca dual registrantIAPD 6240346

Certified Financial Planner

Feed of 09/15/2026

Also filed as Vida M Liaukus

At current firm

0 y

since Jun 26, 2026

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••••• A•••••• G••••• L•• BD affiliated current
since Jun 26, 2026 · Morristown, Nj
M•••••• A•••••• N•••••• BD affiliated
Jan 20, 2026 to Jun 26, 2026 · Camarillo, Ca
M••••••••• F•••••••• P•••••••• I••• state registered
Mar 8, 2022 to Jan 16, 2026 · Los Gatos, Ca
S••••• F•••••••• C••••••••• I••• former
Apr 24, 2019 to Feb 24, 2022 · Westlake Village, Ca

Moves

a registration end followed by a registration begin elsewhere

M•••••• A•••••• N•••••• to P•••••• A•••••• G••••• L••
left Jun 26, 2026, registered Jun 26, 2026 (0 days) · corporate re-registration, not a move
M••••••••• F•••••••• P•••••••• I••• to M•••••• A•••••• N••••••
left Jan 16, 2026, registered Jan 20, 2026 (4 days) · Other
S••••• F•••••••• C••••••••• I••• to M••••••••• F•••••••• P•••••••• I•••
left Feb 24, 2022, registered Mar 8, 2022 (12 days) · RIA to a state-registered adviser

Signals

V••• M•••• J•••••• left M••••••••• F•••••••• P•••••••• I••• for M•••••• A•••••• N•••••• (registered 2026-01-20)
Jan 16, 2026 · a•••••• firm change · fact
V••• M•••• J•••••• left S••••• F•••••••• C••••••••• I••• for M••••••••• F•••••••• P•••••••• I••• (registered 2022-03-08)
Feb 24, 2022 · a•••••• firm change · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address