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Mandi Lynn Applegate

Family Dynasty Advisors LLC

Lubbock, TX

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Current Employers
Family Dynasty Advisors Llc

4601 S. Loop 289 Suite 7, Lubbock, TX 79424 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-03
  • TX RA
    APPROVED
    Since 2022-09-03

Branch Locations

4601 S. Loop 289 Suite 7, Lubbock, TX 79424 • 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
OrganizationCityStateFromTo
Nylife Securites Llc Lubbock TX 05/2018 10/2020
Alph Capital Strategies Lubbock TX 01/2017 10/2020
Kuykendall & Schneider Inc. Lubbock TX 02/2016 12/2016
Family Dynasty Advisors Llc Lubbock TX 10/2021 Present
Concord Medical Group Lubbock TX 10/2020 10/2021
  • 05/2018 → 10/2020
    Nylife Securites Llc
    Lubbock, TX
  • 01/2017 → 10/2020
    Alph Capital Strategies
    Lubbock, TX
  • 02/2016 → 12/2016
    Kuykendall & Schneider Inc.
    Lubbock, TX
  • 10/2021 → Present
    Family Dynasty Advisors Llc
    Lubbock, TX
  • 10/2020 → 10/2021
    Concord Medical Group
    Lubbock, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-02
  • S65 Uniform Investment Adviser Law Examination
    2022-09-02
Other Names
  • Mandi L Jones
  • Mandi L Magnano
  • Mandi L Minor

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

TIMOTHY DREW MACK
BRAD ALEXANDER PRUITT
MATTHEW DEAN PECK
BRIT CHELSEE INMAN-SWANSON
DAVID BETASSO TOMBS
Bryan Nicolas Sauceda
Joshua Ruben Ortiz
George Allen

Other Offices

HIGH PLAINS INVESTMENT ADVISORS, INC. · LUBBOCK, TX
AMICUS FINANCIAL ADVISORS, LLC · LUBBOCK, TX
AIM ADVISORY GROUP, LLC · LUBBOCK, TX
AMICUS FINANCIAL ADVISORS, LLC · Lubbock, TX
INDEPENDENT WEALTH NETWORK, INC. · Lubbock, TX
LPL FINANCIAL LLC · LUBBOCK, TX
INDEPENDENT WEALTH NETWORK, INC. · Lubblock, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lubbock, TX

More in Lubbock, TX

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