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

Dina Siracusa Tupper

Madison Partnersindependent RIAMadison, Wi IA-onlyIAPD 4248251

Feed of 09/14/2026

Also filed as Dina Marie Siracusa

At current firm

0 y

since Feb 4, 2026

In the industry

25 y

since Oct 2, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Madison Partners independent RIA current
since Feb 4, 2026 · Madison, Wi
Schwab Wealth Advisory, Inc. no RAUM
Dec 15, 2025 to Feb 11, 2026 · Montgomery, Tx
Charles Schwab & Co., Inc. national BD
Dec 2, 2025 to Feb 11, 2026 · Montgomery, Tx
Provident Wealth Advisors, LLC state registered
Jul 12, 2018 to Aug 22, 2025 · The Woodlands, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 23, 2000 to Dec 31, 2007 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to Madison Partners
left Feb 11, 2026, registered Feb 4, 2026 (-7 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Feb 11, 2026, registered Dec 15, 2025 (-58 days) · Other
Provident Wealth Advisors, LLC to Charles Schwab & Co., Inc.
left Aug 22, 2025, registered Dec 2, 2025 (102 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Provident Wealth Advisors, LLC
left Dec 31, 2007, registered Jul 12, 2018 (3846 days) · Wirehouse to a state-registered adviser

Signals

Dina Siracusa Tupper left Schwab Wealth Advisory, Inc. for Madison Partners (registered 2026-02-04)
Feb 11, 2026 · Advisor changed firm · fact
Dina Siracusa Tupper left Charles Schwab & Co., Inc. for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Feb 11, 2026 · Advisor changed firm · fact
Dina Siracusa Tupper left Provident Wealth Advisors, Llc for Charles Schwab & Co., Inc. (registered 2025-12-02)
Aug 22, 2025 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address