ADVISER MOVES

Trenton C. Hagenbach adds Texas registration; 1,403 affiliation changes

Trenton C. Hagenbach added a Texas registration to his Ameriprise record; the October 1, 2026 snapshot counted 1,403 total affiliation changes, including 430 added, 887 updated and 86 removed records.

By Daniel Mercer··1 min read

Trenton C. Hagenbach's registration record at Ameriprise Financial Services, LLC now lists an approved Texas registration, dated September 30, 2026, alongside his existing Michigan approval. The registration record also identifies his work locations at branch offices in East Lansing and Saginaw, Michigan. This update was part of 1,403 total affiliation changes observed on October 1, 2026, which included 430 added, 887 updated and 86 removed affiliation records. These tallies track registration listings rather than verified employment, and the records do not provide hiring or departure dates.

Other registered advisers also show changes in the October 1 snapshot. David T. Curley's Stifel, Nicolaus & Company, Incorporated record now lists a Texas registration in approved-resident status, joining his existing Georgia and South Carolina approvals. Meanwhile, Daniel Ratajczak and Adrian Buehler both appear as newly listed advisers with Eagle Strategies LLC and Edward Jones, respectively, following registrations approved on September 30, 2026.

At the same time, the latest registration data no longer shows affiliations for Bradly A. Stevens with Park Avenue Securities LLC or Emily J. Paukert with Northern Capital Retirement Services, Inc. A removed affiliation record means the entity no longer appears in the latest registration data, though it does not establish a departure from the firm or current employment status.

Adviser affiliation records

The appendix lists all 1,403 affiliation records on 10/01/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 701–725 of 1403. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Juan C. Arce603777810/01/2026updated
Juan C. Costas317428110/01/2026updated
Juan C. E. Aguila761308010/01/2026updated
Juan C. Vanegas651703410/01/2026added
Judith A. Henry193086610/01/2026removed
Julia R. Cheng212575310/01/2026updated
Julia U. Zimmermann559151310/01/2026updated
Julian J. Guilfoyle639821310/01/2026updated
Juliana G. Dukes565910710/01/2026updated
Julie W. Halladay821105910/01/2026updated
Julie Wilson579139310/01/2026removed
Justin Hamilton531220810/01/2026added
Justin N. Thompson518356510/01/2026removed
Justin Talamantes721191110/01/2026updated
Justin W. Flowers593235810/01/2026updated
Justin W. J. Wollman483162210/01/2026updated
K P. Lee558721410/01/2026updated
K P. Lee593930610/01/2026updated
Ka E. Lee461456510/01/2026updated
Kacie L. Schulz627598710/01/2026removed
Kaitlyn M. Ricke751332110/01/2026updated
Kaleigh N. Hubbard722123810/01/2026updated
Kapil S. Shiohare479120110/01/2026updated
Karly M. Krueger775983910/01/2026added
Karsten D. Lusk714090810/01/2026added

Download data (CSV)

Sources