R Matthew M. Tullis

REGENTS PARTNERS

SAN JUAN, PR 00907

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CRD#: 2191556

Professional summary

R Matthew Matthew Tullis, who also goes by R Matthew Tullis, Roger Matthew Tullis, is a registered financial advisor currently at REGENTS PARTNERS, LLC located in San Juan, .

R Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. R Matthew has worked at 8 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R Matthew Tullis | Roger Matthew Tullis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TULLIS INVESTMENT COMPANY, LLC, Investment- related, (I AM A NON-MANAGING MEMBER, MAKES INVESTMENTS OF VARIOUS SORTS, HISTORICALLY REAL ESTATE, MANAGED BY TRICIA TULLIS SINCE 2002) 2) NEW STAGE VENTURES, LLC, investment-related (UTAH LLC, I AM THE MANAGING MEMBER, FAMILY INVESTMENT AND HOLDING COMPANY, OPEN SINCE 2004 OR 2005) 3) Licensed insurance agent, investment related, life insurance sales and service; since 08/2018; approximately 5 hr/mo; all during securities trading hours 4) Regents Park Equity Fund, Regents Partners Equity Fund, Regents Partners Equity Fund II, Regents Partners Incom Fund, Regents Partners Income Fund I, Regents Partners Income Fund II, Regents Partners Income Fund III, Regents Partners Equity Alpha Fund, Regents Partners Conservative Fund.(I am the owner of the G.P. of each of the funds) 5) Regents Settlement Solutions, LLC; Investment related: Yes; Location: 84 W 850 S Centerville UT 84014 United States; Position Title: Member; Responsibilities Duties: Relationship Management assisting contingency fee attorneys with transactions in regards to deferment of fees.; Start date: 2024-01-30; Hours per month during trading hours: 0; Hours per month outside trading hours: 20.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R Matthew Matthew Tullis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 12, 2022 - Present

REGENTS PARTNERS, LLC

Office #1: 954 Avenida Ponce De Leon Suite 205, San Juan, PR 00907

RIA

CRD#: 322915

SAN JUAN, PR

Past

February 18, 2021 - February 24, 2021

REGENTS PARTNERS, LLC

RIA

CRD#: 311755

CENTERVILLE, UT

Past

October 9, 2018 - November 7, 2022

FORESIGHT WEALTH MANAGEMENT, LLC

RIA

CRD#: 153881

Salt Lake City, UT

Past

August 22, 2018 - October 8, 2018

LIFEPRO ASSET MANAGEMENT

RIA

CRD#: 285252

Centerville, UT

Past

April 20, 2016 - May 16, 2018

REGENT STREET ADVISORS LLC

RIA

CRD#: 282743

Salt Lake City, UT

Past

December 15, 2009 - October 29, 2014

OAK LANE ADVISORS

RIA

CRD#: 140612

SALT LAKE CITY, UT

Past

October 12, 2007 - June 27, 2016

VIGILANT INVESTMENT ADVISORS, LLC

RIA

CRD#: 145190

CENTERVILLE, UT

Past

August 8, 2002 - February 19, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALT LAKE CITY, UT

Past

July 19, 2002 - February 19, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REGENTS PARTNERS, LLC

REGENTS PARK ADVISORS | REGENTS PARTNERS, LLC

CRD#: 322915 / SEC#: 801-126488

RIA

Registered Investment Advisory firm - (9/1/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(9/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/2002

General Securities Representative Examination

Current Firm

REGENTS PARTNERS, LLC

REGENTS PARK ADVISORS | REGENTS PARTNERS, LLC

CRD#: 322915 / SEC#: 801-126488

RIA

Registered Investment Advisory firm - (9/1/2022 Approved)

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Contact information

Main Address

Farmington, UT

Mailing Address

Phone number

(925) 261-8330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - REGENTS PARTNERS, LLC 09/2025 (9/10/2025)

Regulatory assets under management

Total Number of Accounts	405
AUM (Assets Under Management)	$ 165,524,045

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

R Matthew M. Tullis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view R Matthew Matthew Tullis's CRS (Customer Relationship Summary).

Certified licenses

Experience

REGENTS PARTNERS, LLC

FORESIGHT WEALTH MANAGEMENT, LLC

LIFEPRO ASSET MANAGEMENT

REGENT STREET ADVISORS LLC

OAK LANE ADVISORS

VIGILANT INVESTMENT ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

REGENTS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2007

Series 66

Date: 8/6/2002

Series 7

Date: 7/16/2002

Current Firm

REGENTS PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REGENTS PARTNERS, LLC

TRUST BUT VERIFY

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