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875 N Michigan Avenue Suite 3100, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-06 |
| IN | RA | APPROVED | 2019-01-31 |
| TX | RA | APPROVED | 2018-08-29 |
| IL | RA | APPROVED | 2016-08-02 |
Branch Locations
875 N Michigan Avenue Suite 3100, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayworth Capital (Dba Xceed Capital Management, Llc) | Chicago | IL | 08/2016 | Present |
| Denali Financial Services, Llc | Kenilworth | IL | 04/2008 | 04/2017 |
| Xceed Planning, Inc. | Kenilworth | IL | 04/2017 | Present |
| Valyrian Financial, Llc | Wilmette | IL | 09/2024 | 07/2025 |
1) XCEED PLANNING, INC., INVESTMENT RELATED, KENILWORTH, IL, LICENSED INSURANCE AGENCY, MANAGING MEMBER/AGENT, 04/2017 IS THE START DATE, LESS THAN 5 HOURS MONTH ARE DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
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