R Matthew Tullis
Professional summary
R Matthew Tullis, who also goes by R Matthew Tullis, Roger Matthew Tullis, is a registered financial advisor currently at REGENTS PARTNERS, LLC located in Farmington, Utah.
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view R Matthew Tullis's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2022 - Present
REGENTS PARTNERS, LLC
February 18, 2021 - February 24, 2021
REGENTS PARTNERS, LLC
October 9, 2018 - November 7, 2022
FORESIGHT WEALTH MANAGEMENT, LLC
August 22, 2018 - October 8, 2018
LIFEPRO ASSET MANAGEMENT
April 20, 2016 - May 16, 2018
REGENT STREET ADVISORS LLC
December 15, 2009 - October 29, 2014
OAK LANE ADVISORS
October 12, 2007 - June 27, 2016
VIGILANT INVESTMENT ADVISORS, LLC
August 8, 2002 - February 19, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 19, 2002 - February 19, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
REGENTS PARTNERS, LLC
CRD#: 322915 / SEC#: 801-126488
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/12/2022)
Exams
Current Firm
REGENTS PARTNERS, LLC
CRD#: 322915 / SEC#: 801-126488
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 165,524,045 |
Red Flags
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