This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

DOYENNE WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Aug 1, 2002

First registration

Mar 12, 2003

Dual registered

no

Other names

KATHERINE TARA DONALDSON|KATHERINE TARA SONNER|KATHERINE TARA SONNER

IAPD individual key

4630334

• Occurred

  Jan 13, 2022
  Advisor changed firm

  Katherine Tara Donaldson left Brownson, Rehmus & Foxworth, Inc. for Doyenne Wealth Advisors (registered 2022-02-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8af99c6c-e27e-599a-b9e6-9c7e3977e91b

First observed

Mar 12, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.