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Inactive

Sarah Karp Charles

Sanctuary Financial Planning, LLC

Charlotte, NC

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Current Employers
Sanctuary Financial Planning, Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-18
CA RA APPROVED 2024-07-17
TX RA APPROVED_RES 2023-07-17
NC RA APPROVED 2023-07-05
  • VA RA
    APPROVED
    Since 2025-07-18
  • CA RA
    APPROVED
    Since 2024-07-17
  • TX RA
    APPROVED_RES
    Since 2023-07-17
  • NC RA
    APPROVED
    Since 2023-07-05

Branch Locations

Charlotte, NC • 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
Forvis Wealth Advisors Llc Charlotte NC 06/2022 06/2023
Sanctuary Financial Planning, Llc Charlotte NC 06/2023 Present
Forvis Wealth Advisors Llc Charlotte NC 06/2023 06/2023
Dhg Wealth Advisors Charlotte NC 06/2020 06/2022
Dhg Wealth Advisors Charlotte NC 11/2011 06/2020
  • 06/2022 → 06/2023
    Forvis Wealth Advisors Llc
    Charlotte, NC
  • 06/2023 → Present
    Sanctuary Financial Planning, Llc
    Charlotte, NC
  • 06/2023 → 06/2023
    Forvis Wealth Advisors Llc
    Charlotte, NC
  • 06/2020 → 06/2022
    Dhg Wealth Advisors
    Charlotte, NC
  • 11/2011 → 06/2020
    Dhg Wealth Advisors
    Charlotte, NC
Previous Registrations
  • 2022-06-01 → 2023-06-05
    Forvis Mazars Wealth Advisors, Llc
    Springfield, MO
    Charlotte, NC
  • 2017-01-03 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Charlotte, NC
  • 2008-02-04 → 2016-12-31
    Dixon Hughes Goodman Wealth Advisors Llc
    Lincolnton, NC
    Lincolnton, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-01
  • S65 Uniform Investment Adviser Law Examination
    2008-02-01
Other Names
  • Sarah Rebecca Karp
  • Sarah Rebecca Paris

View on SEC IAPD

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