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Sarah Catherine Herde

Charles Schwab & Co., Inc.

San Francisco, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-20
  • CA RA
    APPROVED
    Since 2024-08-20

Branch Locations

3478 California St Suite 100, San Francisco, CA 94118-1837 • 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. San Francisco CA 02/2023 Present
Charles Schwab Bank, Ssb San Francisco CA 02/2023 Present
Jane The Bakery San Francisco CA 10/2022 02/2023
Match Public Charter High School Boston MA 08/2021 06/2022
Bates College Academic Resource Center Lewiston ME 09/2019 05/2021
Bloomy Rind Artisanal Kitchen & Fromagerie Hingham MA 05/2016 08/2021
Lewiston District Court Lewiston ME 10/2017 02/2021
N/A Lewiston ME 08/2017 05/2021
N/A Hingham MA 01/2015 06/2017
N/A Hingham MA 07/2022 09/2022
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 02/2023 → Present
    Charles Schwab Bank, Ssb
    San Francisco, CA
  • 10/2022 → 02/2023
    Jane The Bakery
    San Francisco, CA
  • 08/2021 → 06/2022
    Match Public Charter High School
    Boston, MA
  • 09/2019 → 05/2021
    Bates College Academic Resource Center
    Lewiston, ME
  • 05/2016 → 08/2021
    Bloomy Rind Artisanal Kitchen & Fromagerie
    Hingham, MA
  • 10/2017 → 02/2021
    Lewiston District Court
    Lewiston, ME
  • 08/2017 → 05/2021
    N/A
    Lewiston, ME
  • 01/2015 → 06/2017
    N/A
    Hingham, MA
  • 07/2022 → 09/2022
    N/A
    Hingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
S63 Uniform Securities Agent State Law Examination 2024-03-02
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19
  • S63 Uniform Securities Agent State Law Examination
    2024-03-02
Other Names
  • Sarah Herde

View on SEC IAPD

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