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

LPL FINANCIAL LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Nov 26, 1986earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

23derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Nov 26, 1986

First registration

May 28, 2002

Dual registered

yes, broker-dealer

Other names

TERRI GRASSMUCK MILLSON|TERRI ELLEN GRASSMUCK|TERRI MILLSON DICIUS|TERRI ELLEN GRASSMUCK

IAPD individual key

1570840

• Occurred

  Jan 12, 2022
  Advisor departed, no destination yet

  Terri Grassmuck Dicius no longer registered at Trisummit Investment Advisors; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a5dccdb-ba0d-6c86-6adb-bde9c009ce75

First observed

May 28, 2002

Last observed

Sep 15, 2026 5 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.