Erik Luis Halvorssen Villegas

Current Employers

Klosters Capital

848 Brickell Avenue Suite 750, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-08

FL RA
APPROVED

Since 2025-10-08

Branch Locations

848 Brickell Avenue Suite 750, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cgis Advisors Llc	Miami	FL	06/2014	11/2016
Harbor Ithaka Wm, Llc	Miami	FL	12/2016	09/2019
Klosters Capital Llc	Miami	FL	10/2019	Present

06/2014 → 11/2016

Cgis Advisors Llc

Miami, FL
12/2016 → 09/2019

Harbor Ithaka Wm, Llc

Miami, FL
10/2019 → Present

Klosters Capital Llc

Miami, FL

Previous Registrations

2017-01-30 → 2019-10-01

Harbor Ithaka

Aventura, FL
2014-06-30 → 2016-11-30

Cgis Advisors Llc

Miami, FL
2013-05-13 → 2014-07-10

Lowenhaupt Global Advisors, Llc

Miami, FL

St. Louis, MO
2005-04-22 → 2007-06-06

Banc Of America Investment Services, Inc.

Miami, FL

Miami, FL
2004-05-20 → 2005-04-26

Bsi Investment Advisors Llc

Miami, FL

Other Businesses

2) Fivesome LLC. Non-investment related. Personal holding company (non-operating). Sole Managing Member. 2 hr/month. Miami, FL. 3) Independent Life Insurance Advisor. Non-investment related.15-20 hrs/month. Miami, FL.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-03-31
S65	Uniform Investment Adviser Law Examination	2013-02-04

S63 Uniform Securities Agent State Law Examination

2015-03-31
S65 Uniform Investment Adviser Law Examination

2013-02-04

Other Names

Erik Luis Halvorssen
Erik Luis Halvorssen

View on SEC IAPD

Current Employers

Klosters Capital

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews