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Advisor at BLAKELY WALTERS WEALTH MANAGEMENT
SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 1, 2025 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| BLAKELY WALTERS WEALTH MANAGEMENT | Independent wealth | Mar 4, 2025 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Jan 6, 2025 | Jul 31, 2025 | no | HOUSTON, TX|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | BLAKELY WALTERS WEALTH MANAGEMENT | Jul 31, 2025 | Mar 4, 2025 | -149 | Firm change after gap | Ibd to RIA |