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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
Branch Locations
3333 N Hayden Road, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Scottsdale | AZ | 10/2024 | 07/2025 |
| U.S. Air Force | Indianapolis | IN | 10/2016 | 10/2024 |
| San Vicente Oaks Grille | Ramona | CA | 07/2012 | 10/2016 |
| Blakely Walters Wealth Management | Scottsdale | AZ | 02/2025 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 07/2025 | Present |
1.05/08/2025; United States Air Force Reserve; Outside/W-2 Employment; Not Investment Related; Davis-Monthan AFB,AZ; Start Date 02/01/2025; 20hrs/mth; 0hrs during trading 2.05/11/2025; Blakely Walters Wealth Management; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/26/2025; 320hrs/mth; 320hrs during trading 3.05/16/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Blakely Walters Wealth Management; Investment Related; at Reported Business Location(s); Start Date 10/14/2024; 160hrs/mth; 160hrs during trading 4.08/21/2026; (Hybrid) Blakely Walters Wealth Management; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/13/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Blakely Walters Wealth Management, an independent investment advisor firm. I started this business activity in 08/2026. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
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