0001873438-24-000002.txt : 20240621 0001873438-24-000002.hdr.sgml : 20240621 20240621113441 ACCESSION NUMBER: 0001873438-24-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240621 DATE AS OF CHANGE: 20240621 EFFECTIVENESS DATE: 20240621 FILER: COMPANY DATA: COMPANY CONFORMED NAME: XY Planning Network, Inc. CENTRAL INDEX KEY: 0001873438 ORGANIZATION NAME: IRS NUMBER: 854378005 STATE OF INCORPORATION: MT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-516563 FILM NUMBER: 241058919 BUSINESS ADDRESS: STREET 1: 24 E MAIN ST CITY: BOZEMAN STATE: MT ZIP: 59715 BUSINESS PHONE: 406-413-9200 MAIL ADDRESS: STREET 1: 24 E MAIN ST CITY: BOZEMAN STATE: MT ZIP: 59715 D 1 primary_doc.xml X0708 D LIVE 0001873438 XY Planning Network, Inc. 24 E MAIN ST BOZEMAN MT MONTANA 59715 406-413-9200 MONTANA None None Corporation true 2020 Robert Alan Moore 24 E Main St Bozeman MT MONTANA 59715 Executive Officer Director Promoter Michael Ernest Kitces 24 E Main St Bozeman MT MONTANA 59715 Executive Officer Director Promoter Vincent Hockett 24 E Main St Bozeman MT MONTANA 59715 Executive Officer Promoter Business Services Decline to Disclose 06b false 2024-06-06 false true false 0 2331000 2285277 45723 false 1 0 0 0 false XY Planning Network, Inc. Robert Alan Moore Robert Alan Moore Chief Executive Officer 2024-06-19