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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xy Planning Network | Bozeman | MT | 10/2024 | Present |
| Xy Planning Network | Bozeman | MT | 06/2023 | 10/2024 |
| Xy Planning Network | Bozeman | MT | 04/2022 | 06/2023 |
| Xy Planning Network | Bozeman | MT | 11/2019 | 04/2022 |
| Xy Planning Network | Bozeman | MT | 01/2018 | 11/2019 |
| Goose Ridge Winery | Richland | WA | 08/2016 | 12/2017 |
| Xypn Invest | Bozeman | MT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
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