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

PRIME CAPITAL FINANCIAL

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Mar 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

May 19, 2021

First registration

Jul 8, 2021

Dual registered

no

Other names

Ashley Terrell|Ashley R Terrell

IAPD individual key

7408417

• Occurred

  Jul 26, 2022
  Advisor changed firm

  Ashley Renea Terrell left Burns Estate Planning & Wealth Advisors for Prime Capital Financial (registered 2022-07-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5459c343-39ed-e374-71fe-eeee9ce30148

First observed

Jul 8, 2021

Last observed

Sep 15, 2026 4 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.