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 201–225 of 1403. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Cara R. Puccio542334510/01/2026updated
Caradoc Crandall751062310/01/2026removed
Carl W. Hafele434645910/01/2026updated
Carlos Menicucci630821710/01/2026updated
Carmen A. Hall776008910/01/2026added
Carmen E. D. Iacono641116010/01/2026added
Carrie A. Fenton704799210/01/2026updated
Carson P. McCusker776016210/01/2026added
Carson R. Curtis668704710/01/2026updated
Carter T. Smith750449710/01/2026updated
Casey A. Wussow567644910/01/2026updated
Casey C. Peterson456259410/01/2026updated
Casey Divilbiss828201110/01/2026added
Casey R. Sletten443461410/01/2026updated
Cassandra L. Sonnier827323510/01/2026added
Cassidy H. Schmidt716543010/01/2026updated
Cassie Parys774623510/01/2026added
Catherine Crossley714075910/01/2026updated
Catherine M. Russell754891710/01/2026updated
Cean N. Kenefick-Rogers475100610/01/2026updated
Chad A. Shaw568370910/01/2026updated
Chad Lowry804587410/01/2026updated
Charles Hammel669284610/01/2026updated
Charles J. Laws766424610/01/2026updated
Charles M. Carpenter447916910/01/2026added

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