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SEC Form D · filed June 21, 2024

XY Planning Network, Inc

Offering
$2.3M
Sold
$2.3M
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 (9)

Robert A. Moore · Bozeman, MTExec · Director · PromoterMichael E. Kitces · Bozeman, MTExec · Director · PromoterVincent E. Hockett · Bozeman, MTExec · PromoterNoah C. Roy · Greenwich, CTExec · Director · PromoterNiall C. Mccomiskey · Greenwich, CTExec · PromoterPaul B. Rolls · Austin, TXExec · Director · PromoterPratik Sharma · Dallas, TXExec · Director · PromoterChun Yi George Huang · Dallas, TXExec · Director · PromoterJackson Su · Dallas, TXExec · Promoter

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