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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
3333 N Hayden Road, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-26 |
| TX | RA | APPROVED_RES | 2023-06-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Jim Blakely | Mesa | AZ | 07/2002 | 07/2025 |
| Next Financial Group, Inc | Houston | TX | 01/2009 | 07/2025 |
| Neighborhood Loans | Scottsdale | AZ | 01/2021 | 07/2025 |
| Planning Grounds Lab 1 Llc | Scottsdale | AZ | 04/2018 | 07/2025 |
| Planning Grounds Lab L.L.C. | Scottsdale | AZ | 01/2018 | 07/2025 |
| Blakely Walters Tax Services Llc | Scottsdale | AZ | 10/2014 | Present |
| Blakely Walters Insurance, Llc | Scottsdale | AZ | 04/2014 | Present |
| Next Financial Group, Inc. | Houstion | TX | 03/2013 | 07/2025 |
| Planning Grounds Consulting Llc | Scottsdale | AZ | 09/2011 | 07/2025 |
| Planning Grounds L.L.C. | Scottsdale | AZ | 09/2011 | 07/2025 |
| Blakely Walters Wealth Management | Scottsdale | AZ | 07/2009 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 07/2025 | Present |
1. 06/23/2025- Blakely Walters Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2016- 2 Hours Per Month- 2 Hours During Trading 2. 06/23/2025- Blakely Walters Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/16/2009- 120 Hours Per Month- 120 Hours During Trading 3.08/26/2025 - Planning Grounds LLC - Business Owner - Inv Related- At Reported Business Location(s) - Start date 01/01/2016- 10 Hours Per Month- 10 Hours During Trading 4. 08/26/2025 - Planning Grounds Lab 1, LLC - Real Estate Rental - Inv Related- At Reported Business Location(s) - Start date 04/01/2018 - 2 Hours Per Month- 0 Hours During Trading 5. 08/29/2025 - Blakely Walters Wealth Management - Other - Not Inv Rel - Start date: 04/01/2024 - 1 Hours Per Month- 0 Hours During Trading. 6. 09/17/2025 - Blakely Walters Wealth Management - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 40 hours per month/ during trading 7. 01/07/2026 - Jim's Capital Right - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/06/2026 - 150 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-22 |
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