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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-12 |
Branch Locations
17015 N. Scottsdale Rd. Suite 100 , Scottsdale, AZ 85255 • United States
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon University | Phoenix | AZ | 07/2013 | 01/2018 |
| Blakely Walters Wealth Management | Scottsdale | AZ | 03/2018 | 10/2023 |
| Next Financial Group, Inc. | Houston | TX | 03/2018 | Present |
| Blakely Walters Insurance, Llc | Scottsdale | AZ | 01/2018 | Present |
| Next Financial Group, Inc. | Houston | TX | 01/2018 | Present |
| Mission Wealth Management, Lp | Santa Barbara | CA | 10/2023 | Present |
1) BLAKELY WALTERS INSURANCE, LLC POSITION: Agent NATURE: Insurance- Fixed Annuities; Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/08/2018 ADDRESS: 637 S. 48th Street, Suite 201, Tempe AZ 85281, United States DESCRIPTION: Sales and service of insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-24 |
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