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

Steven Scott Iversen

Cross State Financial Group LLCindependent RIAAlbuquerque, NmIA-onlyIAPD 820813

Feed of 09/14/2026

Also filed as Steve Iversen

At current firm

10 y

since Feb 18, 2016

In the industry

46 y

since Jun 19, 1980 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Dani Mutz, CCOreportedcrossstatefinancial.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Cross State Financial Group LLC independent RIA current
since Feb 18, 2016 · Albuquerque, Nm
Crown Capital Securities, L.P. former
Nov 22, 2016 to Dec 31, 2020 · Albuquerque, Nm
Foothill Securities, Inc. former
Jan 5, 2010 to Oct 28, 2016 · Albuquerque, Nm
Next Financial Group, Inc. former
Jan 18, 2006 to Dec 31, 2009 · Albuquerque, Nm
Raymond James Financial Services, Inc. unclassified
May 11, 1999 to Dec 12, 2005 · Albuquerque, Nm

Moves

a registration end followed by a registration begin elsewhere

Crown Capital Securities, L.P. to no registered destination
left Dec 31, 2020 · Departure, no registered destination
Foothill Securities, Inc. to Cross State Financial Group LLC
left Oct 28, 2016, registered Feb 18, 2016 (-253 days) · Other
Next Financial Group, Inc. to Foothill Securities, Inc.
left Dec 31, 2009, registered Jan 5, 2010 (5 days) · Other
Raymond James Financial Services, Inc. to Next Financial Group, Inc.
left Dec 12, 2005, registered Jan 18, 2006 (37 days) · Other

Signals

No dated event on this person.

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: 46derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address