DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Karolyn Rucker Lunsford
Certified Financial Planner
Feed of 09/14/2026
Also filed as Karolyn Eileen Rucker
At current firm
11 y
since Feb 5, 2015
In the industry
32 y
since Dec 31, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Geneos Wealth Management, Inc. BD affiliated currentsince Feb 5, 2015 · Elberton, Ga
- Private Client Services, LLC BD affiliatedJul 10, 2003 to Dec 14, 2005 · Louisville, Ky
- Woodbury Financial Services, Inc. formerJun 12, 2003 to Feb 11, 2015 · Lawrenceville, Ga
- Voya Financial Advisors, Inc. BD affiliatedMay 22, 2003 to Jun 17, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Woodbury Financial Services, Inc. to Private Client Services, LLCleft Feb 11, 2015, registered Jul 10, 2003 (-4234 days) · Other
- Private Client Services, LLC to Geneos Wealth Management, Inc.left Dec 14, 2005, registered Feb 5, 2015 (3340 days) · Other
- Voya Financial Advisors, Inc. to Woodbury Financial Services, Inc.left Jun 17, 2003, registered Jun 12, 2003 (-5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address