Joshua Allen Iversen

Current Employers

Syzygy Financial Llc

7545 Irvine Center Drive Suite 200, Irvine, CA 92618 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-10

CA RA
APPROVED

Since 2025-11-10

Branch Locations

7545 Irvine Center Drive Suite 200, Irvine, CA 92618 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Syzygy Financial Llc	Irvine	CA	08/2010	Present

08/2010 → Present

Syzygy Financial Llc

Irvine, CA

Previous Registrations

2010-09-03 → 2015-12-31

Npb Financial Group, Llc

Santa Ana, CA
1997-12-31 → 2010-09-13

Lpl Financial Llc

Santa Ana, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-05-14

S63 Uniform Securities Agent State Law Examination

1993-05-14

Other Names

Jashua Allen Iversoen

View on SEC IAPD

Current Employers

Syzygy Financial Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews