Sevan Meneshian

Employer firm

Bayworth Capital CRD 284360

$90.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 07/2017
  Ausdal Financial Partners, Inc.
  Davenport, IA
• 07/2017 → 01/2019
  Kestra Investment Services, Llc
  Chicago, IL
• 02/2019 → Present
  Xceed Capital Management, Llc - Bayworth Capital
  Chicago, IL

Previous Registrations

• 2019-01-07 → 2019-01-08
  Kestra Advisory Services, Llc
  Saint John, IN
• 2017-08-04 → 2019-01-03
  Kestra Advisory Services, Llc
  Chicago, IL
  Austin, TX
• 2013-07-23 → 2017-07-31
  Ausdal Financial Partners, Inc.
  Davenport, IA
  Park Ridge, IL
  Downers Grove, IL
• 2007-06-07 → 2013-07-18
  Missionsquare Retirement
  Washington, DC

Other Businesses

1. Business Name: Public Retirement Planners, LLC Investment Related: Yes Address: 8631 Tapper Street Saint John, IN 46373 Nature of Business: Investments, Insurance, financial planning. Investment Advisor Representative Activities through Xceed Capital Management, LLC using a DBA. Insurance activities through InsurMark Title of Relationship: owner Start Date: 6/13/2013 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Operations, client account management, insurance sales 2. Business Name: Kaplan College Investment Related: No Address: 332 Front Street S #501 La Crosse WI 54601 Nature of Business: Other/None of the Above, Live and online classroom instruction of various courses Title or Relationship: Instructor Start Date: 1/15/2013 Hours per month: 0% - 10% (0 - 16) Hours per month during trading hours: 0% Duties: Instructing CFP® courses 3. Business Name: Northwestern University Investment Related: N0 Address: 633 Clark Street Evanston, IL 60208 Nature of Business: Other/None of the Above, Live classroom instruction of various courses Title or Relationship: Instructor Start Date: 1/15/2013 Hours per month: 0% - 10% (0 - 16) Hours per month during trading hours: 0% Duties: Instructing CFP® courses 4. Business Name: CFP Exam Tutor Investment Related: No Address: 8631 Tapper Street Saint John IN 46373 Nature of Business: Other Other/None of the Above, Instructing Position, Title or Relationship: Owner Tutor Start Date: 1/2/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Instructing CFP® courses

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1999-11-04

Designations

• Certified Financial Planner

Other Names

• Sev Meneshian
• Sevan Masis Meneshian