James Paul Boulay appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Paul Boulay appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-04 | Form ADV | LUTZ FINANCIAL SERVICES, LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | OMAHA, NE |