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RIA / WealthAdvisorChartered Financial Consultant12 years in industry

Lyndsey Nicole Monahan

Advisor at PRECISION WEALTH STRATEGIES, LLC

Frisco, TX

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Search this name across graphsid dfx:ria:a32fbd12-41d3-3d84-b782-b85d2ddacab3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 10, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRECISION WEALTH STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jul 14, 2014
First registration: Jun 10, 2020
Dual registered: no
Other names: LYNDSEY NICOLE HOSELTON|LYNDSEY Nicole Monahan|LYNDSEY NICOLE MONAHAN - RHODE|LYNDSEY MONAHAN RHODE|Lyndsey Monahan Rhode|Lyndsey Nicole Hoselton|Lyndsey M Rhode
IAPD individual key: 6363554

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRECISION WEALTH STRATEGIES, LLC	Independent wealth	Jun 4, 2024	n/a	yes	Frisco, TX	Current employment
WOMEN INSPIRE WEALTH	n/a	Jul 28, 2022	Dec 31, 2024	no	MCKINNEY, TX	Previous registration
BLACK MAMMOTH LLC	State registered	Feb 7, 2022	Jun 22, 2022	no	FRISCO, TX\|ANKENY, IA	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 10, 2020	Jan 18, 2022	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WOMEN INSPIRE WEALTH	PRECISION WEALTH STRATEGIES, LLC	Dec 31, 2024	Jun 4, 2024	-210	Firm change after gap	Other
BLACK MAMMOTH LLC	WOMEN INSPIRE WEALTH	Jun 22, 2022	Jul 28, 2022	36	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	BLACK MAMMOTH LLC	Jan 18, 2022	Feb 7, 2022	20	Firm change	Ibd to state RIA

Relationships

Registered with (4)

→ PRECISION WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ WOMEN INSPIRE WEALTHRegistered adviserregistration: previous registration
Jul 28, 2022 to Dec 31, 2024factForm ADV
→ BLACK MAMMOTH LLCRegistered adviserregistration: previous registration
Feb 7, 2022 to Jun 22, 2022factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 10, 2020 to Jan 18, 2022factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Lyndsey Nicole Monahan left Women Inspire Wealth for Precision Wealth Strategies, Llc (registered 2024-06-04)
Form ADVobserved 6 days ago
Occurred
Jun 22, 2022
Advisor changed firm
Lyndsey Nicole Monahan left Black Mammoth Llc for Women Inspire Wealth (registered 2022-07-28)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Lyndsey Nicole Monahan left Transamerica Financial Advisors, Llc for Black Mammoth Llc (registered 2022-02-07)
Form ADVobserved 6 days ago