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4622 Macklind Ave, St. Louis, MO 63109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Frisco | TX | 03/2020 | 01/2022 |
| World Financial Group, Inc. | Plano | TX | 03/2020 | 01/2022 |
| Black Mammoth, Llc | West Des Moines | IA | 01/2022 | 06/2022 |
| Lyndsey Monahan State Farm | Sachse | TX | 01/2015 | 02/2018 |
| New York Life | Dallas | TX | 02/2018 | 03/2020 |
| Women Inspire Wealth, Llc | Mckinney | TX | 04/2022 | Present |
| Precision Wealth Strategies, Llc | St. Louis | MO | 06/2024 | Present |
1. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE; INSURANCE AGENT; START 12/2008; APPROXIMATELY 1 HOUR PER MONTH; APPROXIMATELY 1 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES. 2. TWO KITES, LLC; NOT INVESTMENT-RELATED; 13696 THORNTON DRIVE, FRISCO, TX 75035; FAMILY FARM; CO-OWNER; 01/2022; 1 HOUR PER MONTH, NONE DURING TRADING HOURS; MANAGE OPERATIONS. 3. LYNDSEY MONAHAN CONSULTING; NOT INVESTMENT-RELATED; 7300 STATE HIGHWAY 121, SUITE 300, MCKINNEY, TX 75070; ADMINSTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES; CEO; 05/05/2024; 5 HOURS PER MONTH; DUTIES ARE THAT OF A CEO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-14 |
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