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3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| IN | RA | APPROVED | 2024-03-19 |
Branch Locations
3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2017 | 01/2019 |
| Bags Parking Services | Orlando | FL | 10/2015 | 07/2017 |
| Conrad Santiago And Associates Of Ameriprise Financial | Orlando | FL | 08/2015 | 07/2017 |
| University Of Central Florida | Orlando | FL | 01/2014 | 08/2017 |
| American Funds | Carmel | IN | 01/2019 | 04/2020 |
| American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 04/2022 |
| American Funds | Carmel | IN | 04/2022 | 07/2023 |
| Worley Erhart-Graves Financial Advisors, Inc. | Indianapolis | IN | 03/2024 | 10/2025 |
| Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves | Indianapolis | IN | 10/2025 | Present |
| Invst Llc | Indianapolis | IN | 07/2023 | 01/2024 |
| Umemployed | Indianapolis | IN | 01/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
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