Best Investors Account Sign in

Connor Aidan Craddock

Charles Schwab & Co., Inc.

Westlake, TX

CRD 7362963

Claim This Profile
Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Td Ameritrade, Inc. Westlake TX 04/2021 06/2024
Enterprise Holdings Irving TX 02/2019 04/2021
Texas A&M University College Station TX 12/2017 12/2018
Tarrant County College Ft Worth TX 08/2014 12/2016
Frescos Burleson TX 05/2012 12/2017
Charles Schwab And Co., Inc. Westlake TX 04/2023 Present
  • 04/2021 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 02/2019 → 04/2021
    Enterprise Holdings
    Irving, TX
  • 12/2017 → 12/2018
    Texas A&M University
    College Station, TX
  • 08/2014 → 12/2016
    Tarrant County College
    Ft Worth, TX
  • 05/2012 → 12/2017
    Frescos
    Burleson, TX
  • 04/2023 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-15
S63 Uniform Securities Agent State Law Examination 2021-07-27
  • S66 Uniform Combined State Law Examination
    2024-10-15
  • S63 Uniform Securities Agent State Law Examination
    2021-07-27
Other Names
  • Connor Craddock

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Westlake, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor