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Margaret Mattox Gooley

Reify Wealth Advisors, Inc.

Indianapolis, IN

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Current Employers
Reify Wealth Advisors, Inc.

3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-07
IN RA APPROVED 2018-06-14
  • TX RA
    APPROVED
    Since 2023-11-07
  • IN RA
    APPROVED
    Since 2018-06-14

Branch Locations

3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • 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
Charles Schwab & Co., Inc. Indianapolis IN 06/2007 04/2018
Schwab Private Client Investment Advisory, Inc. Indianapolis IN 01/2017 04/2018
Charles Schwab & Co., Inc. Indianapolis IN 07/2013 01/2017
Worley Erhart-Graves Financial Advisors, Inc. Indianapolis IN 04/2018 10/2025
Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves Indianapolis IN 10/2025 Present
  • 06/2007 → 04/2018
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2017 → 04/2018
    Schwab Private Client Investment Advisory, Inc.
    Indianapolis, IN
  • 07/2013 → 01/2017
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 04/2018 → 10/2025
    Worley Erhart-Graves Financial Advisors, Inc.
    Indianapolis, IN
  • 10/2025 → Present
    Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-25
S63 Uniform Securities Agent State Law Examination 2007-10-05
  • S66 Uniform Combined State Law Examination
    2013-07-25
  • S63 Uniform Securities Agent State Law Examination
    2007-10-05
Designations
Other Names
  • Margaret Lorraine Mattox

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
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