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Stephanie Ann Poche

Onyx Bridge Wealth Group LLC

Lakeside, CA

Tarrytown, NY

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Current Employers
Onyx Bridge Wealth Group Llc

120 White Plains Road Suite 115, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Lakeside, CA • United States

120 White Plains Road Suite 115, Tarrytown, NY 10591 • 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
Foresters Equity Services, Inc. San Diego CA 09/2005 01/2019
Elite Investment Team, Llc San Diego CA 04/2019 01/2021
Onyx Bridge Wealth Group Llc Tarrytown NY 01/2021 02/2022
Onyx Bridge Wealth Group Llc Tarrytown NY 01/2021 Present
Previous Registrations
  • 2019-04-02 → 2021-01-06
    Elite Investment Team Llc
    San Diego, CA
  • 2015-01-13 → 2018-12-13
    Foresters Equity Services, Inc.
    San Diego, CA
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-29
S63 Uniform Securities Agent State Law Examination 2007-08-27
  • S65 Uniform Investment Adviser Law Examination
    2014-12-29
  • S63 Uniform Securities Agent State Law Examination
    2007-08-27
Other Names
  • Stephanie Ann Kuvelas

View on SEC IAPD

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