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Caleb Conrad

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-25

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
Sigma Swimming Weatherford TX 06/2021 08/2021
Vital Life Apparel Burleson TX 07/2023 09/2024
Unemployed Burleson TX 05/2024 02/2025
Full Time Education Burleson TX 03/2015 05/2024
Unemployed Burleson TX 08/2021 07/2023
Charles Schwab & Co., Inc. Westlake TX 03/2025 Present
  • 06/2021 → 08/2021
    Sigma Swimming
    Weatherford, TX
  • 07/2023 → 09/2024
    Vital Life Apparel
    Burleson, TX
  • 05/2024 → 02/2025
    Unemployed
    Burleson, TX
  • 03/2015 → 05/2024
    Full Time Education
    Burleson, TX
  • 08/2021 → 07/2023
    Unemployed
    Burleson, TX
  • 03/2025 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-25
S63 Uniform Securities Agent State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2026-08-25
  • S63 Uniform Securities Agent State Law Examination
    2025-07-18

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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