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 1201–1225 of 1403. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Shane Heddy678722410/01/2026removed
Shane Heddy678722410/01/2026updated
Shannon Burgess551928310/01/2026updated
Sharif A. Sharif234341310/01/2026updated
Shaun G. Samuels697962610/01/2026updated
Shawn P. Berthelot457747710/01/2026updated
Sheila M. Amaral402354810/01/2026updated
Sheila R. Riley650376110/01/2026updated
Shemika L. Merphy624831110/01/2026added
Sherri L. Kramer236265210/01/2026updated
Sidney Y. Prepetit293250110/01/2026updated
Silvi Sinoimeri674296710/01/2026updated
Silvia Silver677164010/01/2026updated
Sirorat Lertsangpetch674950310/01/2026updated
Solimon Tawfiq764255810/01/2026updated
Sophia K. DeRollo810658410/01/2026added
Spencer L. Ford660522210/01/2026updated
Spencer L. Sabates776046810/01/2026added
Sreecharitha Vennapusa775977110/01/2026added
Stacey Zeluff-Bisher614514310/01/2026updated
Stacy M. Putnam612760710/01/2026updated
Stanislav Geyyer672934610/01/2026updated
Stanley B. Warner484163610/01/2026updated
Stefan A. F. Vitanza690499810/01/2026updated
Stefani J. Fiedler510128510/01/2026updated

Download data (CSV)

Sources