DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dawn Carolyn Abernathy

Core Planningindependent RIAFlorissant, Mo IA-onlyIAPD 6229586

Certified Financial Planner

Feed of 09/15/2026

Also filed as Dawn C Cox

At current firm

0 y

since Jun 29, 2026

In the industry

11 y

since Sep 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFP, EAreportedcorepln.comas printed on the bio page, Sep 16, 2026
Professional profile: corepln.com/dawn-abernathyreportedcorepln.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Core Planning independent RIA current
since Jun 29, 2026 · Ofallon, Mo
Compass Wealth independent RIA
May 12, 2026 to Jun 10, 2026 · St. Louis, Mo
Ellevest independent RIA
Aug 2, 2024 to Apr 7, 2025 · Florissant, Mo
Core Planning independent RIA
Feb 22, 2024 to May 20, 2026 · Florissant, Mo
Edward Jones national BD
Aug 23, 2023 to Jan 24, 2024 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Compass Wealth to Core Planning
left Jun 10, 2026, registered Jun 29, 2026 (19 days) · RIA to RIA
Core Planning to Ellevest
left May 20, 2026, registered Aug 2, 2024 (-656 days) · RIA to RIA
Ellevest to Compass Wealth
left Apr 7, 2025, registered May 12, 2026 (400 days) · RIA to RIA
Edward Jones to Core Planning
left Jan 24, 2024, registered Feb 22, 2024 (29 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Dawn Carolyn Abernathy left Compass Wealth for Core Planning (registered 2026-06-29)
Jun 10, 2026 · Advisor changed firm · fact
Dawn Carolyn Abernathy left Core Planning for Ellevest (registered 2024-08-02)
May 20, 2026 · Advisor changed firm · fact
Dawn Carolyn Abernathy left Ellevest for Compass Wealth (registered 2026-05-12)
Apr 7, 2025 · Advisor changed firm · fact
Dawn Carolyn Abernathy left Edward Jones for Core Planning (registered 2024-02-22)
Jan 24, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address