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Advisor at CANELA WEALTH LLC
RIVERSIDE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CANELA WEALTH LLC | State registered | Jan 1, 2026 | n/a | yes | RIVERSIDE, IL | Current employment |
| VALUES ADDED FINANCIAL | Independent wealth | Feb 28, 2025 | Mar 25, 2025 | no | Riverside, IL|WASHINGTON, DC | Previous registration |
| CANELA WEALTH LLC | State registered | Jul 29, 2024 | Feb 13, 2025 | no | RIVERSIDE, IL | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Jun 30, 2020 | Jan 9, 2024 | no | PENSACOLA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALUES ADDED FINANCIAL | CANELA WEALTH LLC | Mar 25, 2025 | Jan 1, 2026 | 282 | Firm change | RIA to state RIA |
| CANELA WEALTH LLC | VALUES ADDED FINANCIAL | Feb 13, 2025 | Feb 28, 2025 | 15 | Firm change | Other |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | CANELA WEALTH LLC | Jan 9, 2024 | Jul 29, 2024 | 202 | Firm change | Ibd to state RIA |