Craig A. Canard

HOGANTAYLOR WEALTH

Tulsa, OK 74114-7000

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CRD#: 4090114

Professional summary

Craig Alan Canard, who also goes by Craig Canard, is a registered financial advisor currently at HOGANTAYLOR WEALTH located in Tulsa, Oklahoma.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Craig has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Canard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE AGENT; NO; SAME ADDRESS; INSURANCE PRODUCT SALES; INSURANCE AGENT; 10/2024; 5 HRS/MNTH; 5 HRS/MNTH DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Alan Canard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2024 - Present

HOGANTAYLOR WEALTH

Office #1: 2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000

RIA

CRD#: 129696

Tulsa, OK

Past

June 30, 2017 - October 30, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TULSA, OK

Past

June 30, 2017 - October 30, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TULSA, OK

Past

March 5, 2014 - July 17, 2017

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

BROKEN ARROW, OK

Past

March 5, 2014 - July 17, 2017

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

BROKEN ARROW, OK

Past

October 25, 2013 - March 5, 2014

MORGAN STANLEY

RIA

CRD#: 149777

FAYETTEVILLE, AR

Past

September 26, 2013 - March 5, 2014

MORGAN STANLEY

CRD#: 149777

FAYETTEVILLE, AR

Past

August 29, 2008 - July 30, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

FORT WORTH, TX

Past

August 29, 2008 - July 30, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT WORTH, TX

Past

August 21, 2008 - July 30, 2009

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, TX

Past

November 10, 2003 - August 22, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

BENTONVILLE, AR

Past

September 22, 2003 - August 22, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

BENTONVILLE, AR

Past

March 14, 2001 - September 12, 2003

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

January 2, 2000 - June 29, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 2, 2000 - June 29, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOGANTAYLOR WEALTH

DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH

CRD#: 129696 / SEC#: 801-71011

RIA

Registered Investment Advisory firm - (1/21/2010 Approved)

Oklahoma

Registered Investment Advisory firm - (2/21/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2013

General Securities Representative Examination

Current Firm

HOGANTAYLOR WEALTH

DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH

CRD#: 129696 / SEC#: 801-71011

RIA

Registered Investment Advisory firm - (1/21/2010 Approved)

Oklahoma

Registered Investment Advisory firm - (2/21/2013 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2013 Terminated)

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Contact information

Main Address

2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000

Mailing Address

Phone number

(918) 388-2690

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 FIRM BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	1,160
AUM (Assets Under Management)	$ 496,814,868

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Craig A. Canard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Alan Canard's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HOGANTAYLOR WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2013

Series 63

Date: 1/17/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2013

Current Firm

HOGANTAYLOR WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOGANTAYLOR WEALTH

TRUST BUT VERIFY

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