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Gregory Phillip Lawrence

Edelman Financial Engines

Castle Rock, CO

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-20
CO RA APPROVED 2025-05-02
TX RA APPROVED_RES 2025-05-02
  • AZ RA
    APPROVED
    Since 2025-06-20
  • CO RA
    APPROVED
    Since 2025-05-02
  • TX RA
    APPROVED_RES
    Since 2025-05-02

Branch Locations

Castle Rock, CO • 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
Personal Capital Advisors Denver CO 09/2013 04/2018
Personal Capital Advisors Denver CO 04/2018 07/2019
Personal Capital Advisors Denver CO 08/2019 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 11/2023
Empower Financial Services, Inc Greenwood Village CO 11/2023 03/2025
Edelman Financial Engines Santa Clara CA 04/2025 03/2026
Edelman Financial Engines Santa Clara CA 03/2026 Present
  • 09/2013 → 04/2018
    Personal Capital Advisors
    Denver, CO
  • 04/2018 → 07/2019
    Personal Capital Advisors
    Denver, CO
  • 08/2019 → 04/2023
    Personal Capital Advisors
    Denver, CO
  • 04/2023 → 11/2023
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 11/2023 → 03/2025
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 04/2025 → 03/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 03/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2023-04-03 → 2024-04-08
    Empower Advisory Group, Llc
    Greenwood Village, CO
    Greenwood Village, CO
    Castle Rock, CO
  • 2013-11-25 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
  • 2013-03-25 → 2013-09-27
    Nestwise Llc
    Denver, CO
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-12
S65 Uniform Investment Adviser Law Examination 2013-03-22
  • S63 Uniform Securities Agent State Law Examination
    2023-12-12
  • S65 Uniform Investment Adviser Law Examination
    2013-03-22
Other Names
  • Greg Phillip Lawrence
  • Greg Lawrence

View on SEC IAPD

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