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

Kimberly Anne Owen

Prostatis Financial Advisors Groupindependent RIAHanover, MdIA-onlyIAPD 5214548

Certified Financial Planner

Feed of 09/14/2026

Also filed as Kimberly Anne Owen

At current firm

1 y

since Jan 7, 2025

In the industry

19 y

since Dec 21, 2006 (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

Title: Client Services Associatereportedprostatisfinancial.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

Prostatis Financial Advisors Group independent RIA current
since Jan 7, 2025 · Hanover, Md
Vanguard Advisers, Inc. BD affiliated
Oct 11, 2021 to Apr 3, 2024 · Malvern, Pa
Truist Advisory Services, Inc. BD affiliated
Sep 26, 2016 to Oct 23, 2019 · Fort Myers, Fl
Suntrust Investment Services, Inc. former
Jan 4, 2007 to Dec 31, 2016 · Fort Myers, Fl

Moves

a registration end followed by a registration begin elsewhere

Vanguard Advisers, Inc. to Prostatis Financial Advisors Group
left Apr 3, 2024, registered Jan 7, 2025 (279 days) · Affiliated broker-dealer or bank to independent RIA
Truist Advisory Services, Inc. to Vanguard Advisers, Inc.
left Oct 23, 2019, registered Oct 11, 2021 (719 days) · Affiliated broker-dealer or bank to another
Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.
left Dec 31, 2016, registered Sep 26, 2016 (-96 days) · corporate re-registration, not a move

Signals

Kimberly Anne Owen left Vanguard Advisers, Inc. for Prostatis Financial Advisors Group (registered 2025-01-07)
Apr 3, 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address