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RIA / WealthAdvisor25 years in industry

Dina Siracusa Tupper

Advisor at MADISON PARTNERS

MADISON, WI | Montgomery, TX

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Search this name across graphsid dfx:ria:f2bf4b2c-961b-79c6-4b56-d11e51267dd0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 23, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MADISON PARTNERS
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: Oct 2, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Oct 2, 2000
First registration: Oct 23, 2000
Dual registered: no
Other names: DINA MARIE SIRACUSA|DINA M TUPPER|DINA S TUPPER
IAPD individual key: 4248251

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MADISON PARTNERS	Independent wealth	Feb 4, 2026	n/a	yes	MADISON, WI\|Montgomery, TX	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Dec 15, 2025	Feb 11, 2026	no	Montgomery, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 2, 2025	Feb 11, 2026	no	Montgomery, TX\|WESTLAKE, TX	Previous registration
PROVIDENT WEALTH ADVISORS, LLC	State registered	Jul 12, 2018	Aug 22, 2025	no	THE WOODLANDS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2000	Dec 31, 2007	no	BALTIMORE, MD\|BALTIMORE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	MADISON PARTNERS	Feb 11, 2026	Feb 4, 2026	-7	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Feb 11, 2026	Dec 15, 2025	-58	Firm change after gap	Other
PROVIDENT WEALTH ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Aug 22, 2025	Dec 2, 2025	102	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PROVIDENT WEALTH ADVISORS, LLC	Dec 31, 2007	Jul 12, 2018	3,846	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (5)

→ MADISON PARTNERSRegistered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Dec 15, 2025 to Feb 11, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 2, 2025 to Feb 11, 2026factForm ADV
→ PROVIDENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2018 to Aug 22, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2000 to Dec 31, 2007factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
Dina Siracusa Tupper left Schwab Wealth Advisory, Inc. for Madison Partners (registered 2026-02-04)
Form ADVobserved 6 days ago
Occurred
Feb 11, 2026
Advisor changed firm
Dina Siracusa Tupper left Charles Schwab & Co., Inc. for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Form ADVobserved 6 days ago
Occurred
Aug 22, 2025
Advisor changed firm
Dina Siracusa Tupper left Provident Wealth Advisors, Llc for Charles Schwab & Co., Inc. (registered 2025-12-02)
Form ADVobserved 6 days ago