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6401 Eldorado Pkwy Suite 420, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
6401 Eldorado Pkwy Suite 420, Mckinney, TX 75070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two-Heads Business Partnering | Mckinney | TX | 02/2011 | 12/2016 |
| United Planners' Financial Services | Scottsdale | AZ | 06/2014 | 10/2024 |
| Wheat-Givens Financial, Llc | Mckinney | TX | 07/2015 | 08/2021 |
| Wheat-Givens Financial, Llc | Mckinney | TX | 08/2021 | 10/2024 |
| Lori Givens | Mckinney | TX | 03/2014 | Present |
| Align Financial Advisors, Llc | Mckinney | TX | 11/2024 | Present |
1) LORI GIVENS - INSURANCE AGENT - NON-VARIABLE INSURANCE - MCKINNEY, TX - SINCE 03/2014 - INVESTMENT RELATED 2) KOELLING & ASSOCIATES, INC - BOARD MEMBER - INDUSTRIAL SUPPLIES COMPANY - DALLAS, TX - SINCE 07/2018 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-12 |
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