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Riverside, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Pensacola | FL | 01/2020 | 01/2024 |
| Aon Plc | Chicago | IL | 09/2014 | 01/2020 |
| Canela Wealth Llc | Saint Louis | MO | 04/2024 | 02/2025 |
| Values Added Financial Llc | Washington | DC | 02/2025 | 03/2025 |
| Canela Wealth Llc | Riverside | IL | 04/2025 | Present |
| Canela Money Llc | Riverside | IL | 01/2026 | Present |
Business Name: Canela Money LLC Is the business Investent-related: No Address: 199 Ridgewood Rd, Riverside, IL 60546 Nature of business: General financial education; workshops and educational content. No individualized investment, tax, legal, or financial advice is provided. title, or relationship with the other business: Owner and CEO Start Date: 01/29/2026 Approximate number of hours/month: 5-10 hours per month Number of hours devoted during securities trading hours: 0 Hours Brief description of duties relating to the other business: Create and share general financial education content and conduct educational workshops. Duties do not include providing individualized investment advice, managing client assets, or making recommendations based on a person's specific financial circumstances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
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