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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 | 2023-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Houston | TX | 01/2009 | 07/2025 |
| Planning Grounds Lab 1 Llc | Scottsdale | AZ | 04/2018 | Present |
| Planning Grounds Lab L.L.C. | Scottsdale | AZ | 01/2018 | Present |
| Blakely Walters Tax Services Llc | Scottsdale | AZ | 10/2014 | Present |
| Blakely Walters Insurance, Llc | Scottsdale | AZ | 04/2014 | Present |
| Planning Grounds Consulting Llc | Scottsdale | AZ | 09/2011 | Present |
| Planning Grounds L.L.C. | Scottsdale | AZ | 09/2011 | Present |
| Next Financial Group, Inc. | Houston | TX | 04/2011 | 07/2025 |
| Blakely Walters Wealth Management | Scottsdale | AZ | 07/2009 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 07/2025 | Present |
1) 07/10/2025-Silver Lake Rodeo-Artist/ Musician-Inv related- Scottsdale, AZ-Start date 01/01/2016-5hrs/mth-0hrs/mth during trading 2) 07/10/2025-Planning Grounds Lab 1, LLC-Partner, Managing Member-Real Estate Rental-Inv related-At Reported Business Location(s) -Start date 04/01/2018-5hrs/mth-5hrs/mth during trading 3) 07/10/2025-Blakely Walters Insurance-Insurance Producer-Non-Variable Insurance-Inv related-At Reported Business Location(s) -Start date 01/01/2016-2hrs/mth-2hrs/mth during trading 4) 07/10/2025-Planning Grounds LLC-Other - Partner, Managing Member-Inv related-At Reported Business Location(s) -Start date 01/01/2016-10hrs/mth-10hrs/mth during trading 5) 07/10/2025-Blakely Walters Wealth Management-Wealth Manager, Co-Founder-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/21/2009-160hrs/mth-160hrs/mth during trading 6) 07/10/2025-Blakely Walters Insurance-Managing Member-Property and Casualty-Inv related-At Reported Business Location(s) -Start date 01/21/2009-5hrs/mth-3hrs/mth during trading 7) 08/29/2025 - Blakely Walters Wealth Management - Other - Parter, Wealth Manager - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 1 hour per month/ 0 hours during trading 8) 12/05/2025 - Walters Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 100 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-03 |
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