Form D · Business Services
XY Planning Network, Inc.
Bozeman, MT · CIK 0001873438
Offering snapshot reported Jun 21, 2024 · SEC filing
- Reported sold
- $2.29M Offering amount: $2.33M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 6, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 21, 2024 | Initial | $2,285,277 | No comparison | 1 | SEC filing |
| Jul 23, 2021 | Initial | $599,987 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-516563
Source: Form D, filed Jun 21, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Stephanie Foster | Executive |
| Vincent Hockett | Executive, Promoter |
| Michael Ernest Kitces | Director, Executive, Promoter |
| Robert Alan Moore | Director, Executive, Promoter |
| Ryan Watin | Executive |
Issuer details
Industry: Business Services (See others in industry)
Address:
24 E Main St
Bozeman, MT, 59715
Bozeman, MT, 59715