Rafael Antonio Villagran

Current Employers

Genesia Investments Llc

Greer, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-01-21

SC RA
APPROVED

Since 2025-01-21

Branch Locations

Greer, SC • 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
Coldstream Wealth Management	Bellevue	WA	06/2016	07/2019
Coldstream Securities Inc	Bellevue	WA	06/2016	07/2019
Nwam, Llc	Mercer Island	WA	07/2021	01/2024
Villagran Investments Llc	Greer	SC	09/2019	Present
Genesia Investments Llc	Greer	SC	11/2023	Present

06/2016 → 07/2019

Coldstream Wealth Management

Bellevue, WA
06/2016 → 07/2019

Coldstream Securities Inc

Bellevue, WA
07/2021 → 01/2024

Nwam, Llc

Mercer Island, WA
09/2019 → Present

Villagran Investments Llc

Greer, SC
11/2023 → Present

Genesia Investments Llc

Greer, SC

Previous Registrations

2021-07-21 → 2024-02-01

Northwest Asset Management

Greer, SC

Mercer Island, WA
2017-08-01 → 2019-07-29

Coldstream Wealth Management

Seattle, WA

Bellevue, WA
2009-09-14 → 2010-06-30

Rigel Capital Llc

Seattle, WA
2008-07-24 → 2009-09-29

Genesia Capital Advisors

Shoreline, WA
2008-07-09 → 2008-07-09

Genesia Capital Advisors

Shoreline, WA
2003-10-16 → 2007-11-29

Rigel Capital Llc

Seattle, WA
2002-07-26 → 2004-12-31

Rigel Capital Management Inc

Seattle, WA

Other Businesses

Villagran Investments LLC; investment-related; Greer, SC; publish newsletters and consult for institutional clients; Member; Start date: 9/1/2019; 15 hours per month, none during securities trading hours; Quantitative-based research, analyses, and consulting of a non-client specific nature.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-04

S66 Uniform Combined State Law Examination

2016-11-04

View on SEC IAPD