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Michael Alan Powsner

Upstart Wealth Management, LLC

New York, NY

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Current Employers
Upstart Wealth Management, Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-03
NY RA APPROVED 2023-09-12
NC RA APPROVED 2021-01-29
TX RA APPROVED 2020-08-24
CA RA APPROVED 2015-01-06
  • MA RA
    APPROVED
    Since 2023-11-03
  • NY RA
    APPROVED
    Since 2023-09-12
  • NC RA
    APPROVED
    Since 2021-01-29
  • TX RA
    APPROVED
    Since 2020-08-24
  • CA RA
    APPROVED
    Since 2015-01-06

Branch Locations

New York, NY • 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
Upstart Wealth Management, Llc New York NY 11/2014 Present
Michael Powsner Cpa D/B/A Powsner & Thomas Cpa'S San Francisco CA 11/2014 01/2017
Michael Powsner, Cpa San Francisco CA 01/2017 10/2018
  • 11/2014 → Present
    Upstart Wealth Management, Llc
    New York, NY
  • 11/2014 → 01/2017
    Michael Powsner Cpa D/B/A Powsner & Thomas Cpa'S
    San Francisco, CA
  • 01/2017 → 10/2018
    Michael Powsner, Cpa
    San Francisco, CA
Previous Registrations
  • 2013-12-03 → 2014-12-08
    Gerstein Fisher
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-13
  • S66 Uniform Combined State Law Examination
    2012-03-13
Designations
Other Names
  • Mike Powsner

View on SEC IAPD

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