Stephanie A. Poche
Professional summary
Stephanie Ann Poche, who also goes by Stephanie Ann Kuvelas, is a registered financial advisor currently at ONYX BRIDGE WEALTH GROUP LLC located in Lakeside, California.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Stephanie has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Ann Poche's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2021 - Present
ONYX BRIDGE WEALTH GROUP LLC
April 2, 2019 - January 6, 2021
ELITE INVESTMENT TEAM LLC
January 13, 2015 - December 13, 2018
FORESTERS EQUITY SERVICES, INC.
July 3, 2007 - February 14, 2019
FORESTERS EQUITY SERVICES, INC.
Primary Firm SEC Registration
ONYX BRIDGE WEALTH GROUP LLC
CRD#: 306097 / SEC#: 801-118022
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2021)
Exams
Current Firm
ONYX BRIDGE WEALTH GROUP LLC
CRD#: 306097 / SEC#: 801-118022
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,852 |
| AUM (Assets Under Management) | $ 1,000,901,317 |
Red Flags
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