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Current Employers
Laguna Private Capital

16B Journey Ste 110, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-20
  • CA RA
    APPROVED
    Since 2026-05-20

Branch Locations

16B Journey Suite 110, Aliso Viejo, CA 92656 • United States

Asymmetric Advisors

16B Journey Ste 110, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21

Branch Locations

16B Journey Ste 110, Aliso Viejo, CA 92656 • 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
OrganizationCityStateFromTo
Gateway Insurance Services Inc Pocatello ID 03/2021 02/2023
Preventive Pest Control Queen Creek AZ 03/2020 03/2021
In-N-Out Burger American Fork UT 01/2020 03/2020
Brigham Young University-Idaho Rexburg ID 11/2019 01/2020
The Church Of Jesus Christ Of Latter-Day Saints Nampa ID 06/2017 10/2019
Asymmetric Advisors Llc Aliso Viejo CA 02/2023 Present
Unemployed/School Queen Creek AZ 01/2013 06/2017
Gradient Insurance Brokerage, Inc Topeka KS 02/2023 06/2023
Laguna Private Capital Llc Aliso Viejo CA 01/2026 Present
  • 03/2021 → 02/2023
    Gateway Insurance Services Inc
    Pocatello, ID
  • 03/2020 → 03/2021
    Preventive Pest Control
    Queen Creek, AZ
  • 01/2020 → 03/2020
    In-N-Out Burger
    American Fork, UT
  • 11/2019 → 01/2020
    Brigham Young University-Idaho
    Rexburg, ID
  • 06/2017 → 10/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Nampa, ID
  • 02/2023 → Present
    Asymmetric Advisors Llc
    Aliso Viejo, CA
  • 01/2013 → 06/2017
    Unemployed/School
    Queen Creek, AZ
  • 02/2023 → 06/2023
    Gradient Insurance Brokerage, Inc
    Topeka, KS
  • 01/2026 → Present
    Laguna Private Capital Llc
    Aliso Viejo, CA
Other Businesses

-Asymmetric Advisors -Investment Advisory Firm/Insurance Agent -16B Journey Ste 110 Aliso Viejo CA 92656 -Investment Advisory Firm/Insurance -President -January 2026 -6 hours -President, look over investments and balance portfolios as needed. Life insurance is provided if needed by clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-01-19

View on SEC IAPD

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