Karolyn Rucker Lunsford

Current Employers

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2015-02-05

GA RA
APPROVED

Since 2015-02-05

Branch Locations

Elberton, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Geneos Wealth Management, Inc.	Elberton	GA	02/2015	Present
The Flo Approach	Elberton	GA	07/2007	Present

02/2015 → Present

Geneos Wealth Management, Inc.

Elberton, GA
07/2007 → Present

The Flo Approach

Elberton, GA

Previous Registrations

2003-06-12 → 2015-02-11

Woodbury Financial Services, Inc.

Lawrenceville, GA
2003-07-10 → 2005-12-14

Private Client Services, Llc

Louisville, KY
2003-05-22 → 2003-06-17

Voya Financial Advisors, Inc.

Atlanta, GA

Other Businesses

1) DBA: WILL WORK UNDER THE FLO APPROACH NON INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) THE RUCKER GROUP LLC-JOINT LAND OWNERSHIP. 4) LUNSFORD FINANCIAL PLANNING INC-OWNER/PRESIDENT. 5) TRAVEL SOFTBALL TEAM-HEAD COACH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-12-23
S63	Uniform Securities Agent State Law Examination	1993-12-31

S65 Uniform Investment Adviser Law Examination

1996-12-23
S63 Uniform Securities Agent State Law Examination

1993-12-31

Designations

Other Names

Karolyn Eileen Rucker
Karol Rucker
Karolyn Rucker
Karolyn R Lunsford

View on SEC IAPD