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Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-03
  • CA RA
    APPROVED
    Since 2023-04-03

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111

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
Polaris Equity Management, Inc. San Francisco CA 01/2010 07/2018
Polaris Greystone Financial Group, Llc San Rafael CA 01/2013 07/2018
Personal Capital San Francisco CA 08/2018 Present
Empower Advisory Group, Llc Greenwood Village CO 04/2023 Present
  • 01/2010 → 07/2018
    Polaris Equity Management, Inc.
    San Francisco, CA
  • 01/2013 → 07/2018
    Polaris Greystone Financial Group, Llc
    San Rafael, CA
  • 08/2018 → Present
    Personal Capital
    San Francisco, CA
  • 04/2023 → Present
    Greenwood Village, CO
Previous Registrations
  • 2018-08-07 → 2023-04-03
    Personal Capital Advisors Corporation
    Greenwood Village, CO
  • 2016-07-28 → 2018-07-16
    Polaris Wealth Advisory Group
    San Rafael, CA
  • 2010-07-19 → 2016-10-31
    Polaris Equity Management, Inc.
    San Rafael, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-14
  • S65 Uniform Investment Adviser Law Examination
    2010-05-14
Designations
Other Names
  • Lacey Cobb
  • Lacey Cobb Amadea

View on SEC IAPD

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