Judith Mary Carlson

Current Employers

Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-01-26

CO RA
APPROVED

Since 2022-01-26

Branch Locations

7000 S Yosemite St. Suite #290, Centennial, CO 80112 • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • 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

Organization	City	State	From	To
Royal Fund Management, Llc Dba Judy Carlson Financial Group	Lady Lake	FL	01/2022	Present
Judy Carlson Risk Management, Llc	Castle Pines	CO	02/2016	Present

01/2022 → Present

Royal Fund Management, Llc Dba Judy Carlson Financial Group

Lady Lake, FL
02/2016 → Present

Judy Carlson Risk Management, Llc

Castle Pines, CO

Other Businesses

(1) 2/2016 Judy Carlson Risk Management, LLC (previously known as Coram Deo Financial) ; 803 Deer Clover Way, Castle Pines CO 80108; Member/CEO/Independent licensed insurance agent; 15-20 hours/week; provide life insurance products to clients as part of their lifetime wealth planning

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-06

S65 Uniform Investment Adviser Law Examination

2022-01-06

Other Names

Judith Mary Luchau

View on SEC IAPD