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Benjamin Packard

Lula Financial

Oakland, CA

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Current Employers
Lula Financial

Oakland, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-08-10
  • CA RA
    APPROVED
    Since 2018-08-10

Branch Locations

Oakland, CA • 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
OrganizationCityStateFromTo
Lula Financial Oakland CA 07/2018 Present
Self-Employed Oakland CA 01/2010 Present
  • 07/2018 → Present
    Oakland, CA
  • 01/2010 → Present
    Self-Employed
    Oakland, CA
Other Businesses

Benjamin Packard currently produces videos for non-profits. This activity utilizes 5% of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-08
  • S65 Uniform Investment Adviser Law Examination
    2018-02-08

View on SEC IAPD

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