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RIA / WealthAdvisor13 years in industry

GREGORY PHILLIP LAWRENCE

Advisor at EDELMAN FINANCIAL ENGINES

CASTLE ROCK, CO

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Search this name across graphsid dfx:ria:d02eaf84-b055-b5d8-edd4-9d8e51b95b93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 22, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Mar 22, 2013
First registration: Mar 25, 2013
Dual registered: no
Other names: GREG PHILLIP LAWRENCE|GREG LAWRENCE
IAPD individual key: 4125094

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	May 2, 2025	n/a	yes	CASTLE ROCK, CO	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Apr 8, 2024	no	Castle Rock, CO\|GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Nov 25, 2013	Apr 3, 2023	no	DENVER, CO\|Denver, CO	Previous registration
NESTWISE LLC	Former SEC adviser	Mar 25, 2013	Sep 27, 2013	no	DENVER, CO\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	EDELMAN FINANCIAL ENGINES	Apr 8, 2024	May 2, 2025	389	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
NESTWISE LLC	PERSONAL CAPITAL ADVISORS CORPORATION	Sep 27, 2013	Nov 25, 2013	59	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
May 2, 2025 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Apr 8, 2024factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Nov 25, 2013 to Apr 3, 2023factForm ADV
→ NESTWISE LLCRegistered adviserregistration: previous registration
Mar 25, 2013 to Sep 27, 2013factForm ADV

Dated events

Occurred
Apr 8, 2024
Advisor changed firm
Gregory Phillip Lawrence left Empower Advisory Group, Llc for Edelman Financial Engines (registered 2025-05-02)
Form ADVobserved 4 days ago