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
Noel Dacanay Villajuan
Certified Financial Planner
Feed of 09/14/2026
Also filed as Noel Villajuan
At current firm
3 y
since Jul 18, 2023
In the industry
32 y
since Aug 23, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Diversified Portfolios, Inc. independent RIA currentsince Jul 18, 2023 · Bloomfield Hills, Mi
- Sequoia Financial Group, L.L.C. independent RIAJan 9, 2019 to Oct 20, 2022 · Troy, Mi
- Ljpr Financial Advisors formerOct 31, 2017 to Dec 31, 2018 · Troy, Mi
- Strategic Advisers LLC national BDMar 27, 2013 to Aug 31, 2017 · Birmingham, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 20, 2011 to Mar 11, 2013 · Bloomfield Hills, Mi
Moves
a registration end followed by a registration begin elsewhere
- Sequoia Financial Group, L.L.C. to Diversified Portfolios, Inc.left Oct 20, 2022, registered Jul 18, 2023 (271 days) · RIA to RIA
- Ljpr Financial Advisors to Sequoia Financial Group, L.L.C.left Dec 31, 2018, registered Jan 9, 2019 (9 days) · RIA to RIA · moved with a team
- Strategic Advisers LLC to Ljpr Financial Advisorsleft Aug 31, 2017, registered Oct 31, 2017 (61 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Strategic Advisers LLCleft Mar 11, 2013, registered Mar 27, 2013 (16 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Noel Dacanay Villajuan left Sequoia Financial Group, L.L.C. for Diversified Portfolios, Inc. (registered 2023-07-18)Oct 20, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address