Inactive

James Paul Boulay

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Current Employers

Lutz Financial

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2010-10-26
NE	RA	APPROVED	2001-04-09

TX RA
APPROVED_RES

Since 2010-10-26
NE RA
APPROVED

Since 2001-04-09

Branch Locations

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lutz Financial Services, Llc	Omaha	NE	03/2001	Present

03/2001 → Present

Lutz Financial Services, Llc

Omaha, NE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-10-20
S63	Uniform Securities Agent State Law Examination	1995-10-16

S65 Uniform Investment Adviser Law Examination

1995-10-20
S63 Uniform Securities Agent State Law Examination

1995-10-16

Designations

Other Names

James P Boulay

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

LPL ENTERPRISE, LLC

PFS INVESTMENTS INC.

HILEY HUNT WEALTH MANAGEMENT, INC.

INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK

MARK ALLEN LUDWIG

Nathaniel Phillip Beam

KYLEE LIN SIMON

Jack Edward Wolfgram

Bradley Thomas Kenyon

PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE

EQUITABLE ADVISORS, LLC · OMAHA, NE

MML INVESTORS SERVICES, LLC · Omaha, NE

AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE

CETERA INVESTMENT ADVISERS LLC · OMAHA, NE

LPL ENTERPRISE, LLC · OMAHA, NE

PFS INVESTMENTS INC. · OMAHA, NE

PFS INVESTMENTS INC. · Omaha, NE

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