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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-01
  • AZ RA
    APPROVED
    Since 2025-08-01

Branch Locations

3333 N. Hayden Road, Scottsdale, AZ 85251 • United States

Blakely Walters Wealth Management

3333 N Hayden Road, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-04
  • AZ RA
    APPROVED
    Since 2025-03-04

Branch Locations

3333 N Hayden Road, Scottsdale, AZ 85251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2024 → 07/2025
    Next Financial Group, Inc.
    Scottsdale, AZ
  • 10/2016 → 10/2024
    U.S. Air Force
    Indianapolis, IN
  • 07/2012 → 10/2016
    San Vicente Oaks Grille
    Ramona, CA
  • 02/2025 → Present
    Scottsdale, AZ
  • 07/2025 → Present
    Scottsdale, AZ
Previous Registrations
  • 2025-01-06 → 2025-07-31
    Next Financial Group, Inc.
    Houston, TX
    Scottsdale, AZ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
  • S66 Uniform Combined State Law Examination
    2024-09-09

View on SEC IAPD

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