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SEC Form D · filed July 23, 2021

XY Planning Network, Inc

Offering
$800K
Sold
$600K
Exemption
Rule 506(b)
Industry
Business Services
Location
BOZEMAN, MT
Type
—

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (13)

Michael E. Kitces · Bozeman, MTExec · Director · PromoterVincent E. Hockett · Bozeman, MTExecRobert A. Moore · Bozeman, MTExec · Director · PromoterNoah C. Roy · Greenwich, CTExec · Director · PromoterNiall C. Mccomiskey · Greenwich, CTExecPaul B. Rolls · Austin, TXExec · Director · PromoterStephanie E. Foster · Bozeman, MTExecRyan E. Watin · Bozeman, MTExecPratik Sharma · Dallas, TXExec · Director · PromoterChun Yi George Huang · Dallas, TXExec · Director · PromoterJackson Su · Dallas, TXExecStephanie E. Foster · Bozeman, MTExecRyan E. Watin · Bozeman, MTExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗