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RIA / WealthAdvisor24 years in industry

R MATTHEW TULLIS

Advisor at REGENTS PARTNERS, LLC

Farmington, UT

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Search this name across graphsid dfx:ria:2b4d1754-c7c9-c40d-6392-d85b99cfe4de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REGENTS PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 6, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Aug 6, 2002
First registration: Aug 8, 2002
Dual registered: no
Other names: R MATTHEW TULLIS|ROGER MATTHEW TULLIS
IAPD individual key: 2191556

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REGENTS PARTNERS, LLC	Independent wealth	Sep 12, 2022	n/a	yes	Farmington, UT	Current employment
REGENTS PARTNERS, LLC	Former SEC adviser	Feb 18, 2021	Feb 24, 2021	no	CENTERVILLE, UT	Previous registration
FORESIGHT WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 9, 2018	Nov 7, 2022	no	DRAPER, UT\|Salt Lake City, UT	Previous registration
LIFEPRO ASSET MANAGEMENT	Former SEC adviser	Aug 22, 2018	Oct 8, 2018	no	SAN DIEGO, CA\|Centerville, UT	Previous registration
REGENT STREET ADVISORS LLC	Former SEC adviser	Apr 20, 2016	May 16, 2018	no	Salt Lake City, UT	Previous registration
OAK LANE ADVISORS	Independent wealth	Dec 15, 2009	Oct 29, 2014	no	CENTERVILLE, UT	Previous registration
VIGILANT INVESTMENT ADVISORS, LLC	Former SEC adviser	Oct 12, 2007	Jun 27, 2016	no	CENTERVILLE, UT\|SALT LAKE CITY, UT\|CENTERVILLE, UT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 8, 2002	Feb 19, 2004	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORESIGHT WEALTH MANAGEMENT, LLC	REGENTS PARTNERS, LLC	Nov 7, 2022	Feb 18, 2021	-627	Firm change after gap	Other
REGENTS PARTNERS, LLC	REGENTS PARTNERS, LLC	Feb 24, 2021	Sep 12, 2022	565	Channel change	Other
LIFEPRO ASSET MANAGEMENT	FORESIGHT WEALTH MANAGEMENT, LLC	Oct 8, 2018	Oct 9, 2018	1	Firm change	RIA to RIA
REGENT STREET ADVISORS LLC	LIFEPRO ASSET MANAGEMENT	May 16, 2018	Aug 22, 2018	98	Firm change	Other
VIGILANT INVESTMENT ADVISORS, LLC	OAK LANE ADVISORS	Jun 27, 2016	Dec 15, 2009	-2,386	Firm change after gap	Other
OAK LANE ADVISORS	REGENT STREET ADVISORS LLC	Oct 29, 2014	Apr 20, 2016	539	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	VIGILANT INVESTMENT ADVISORS, LLC	Feb 19, 2004	Oct 12, 2007	1,331	Firm change after gap	Other

Relationships

Registered with (8)

→ REGENTS PARTNERS, LLCRegistered adviserregistration: current employment
Sep 12, 2022 to presentfactForm ADV
→ FORESIGHT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 9, 2018 to Nov 7, 2022factForm ADV
→ REGENTS PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 18, 2021 to Feb 24, 2021factForm ADV
→ LIFEPRO ASSET MANAGEMENTRegistered adviserregistration: previous registration
Aug 22, 2018 to Oct 8, 2018factForm ADV
→ REGENT STREET ADVISORS LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to May 16, 2018factForm ADV
→ VIGILANT INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 12, 2007 to Jun 27, 2016factForm ADV
→ OAK LANE ADVISORSRegistered adviserregistration: previous registration
Dec 15, 2009 to Oct 29, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 8, 2002 to Feb 19, 2004factForm ADV

Dated events

Occurred
Nov 7, 2022
Advisor changed firm
R Matthew Tullis left Foresight Wealth Management, Llc for Regents Partners, Llc (registered 2021-02-18)
Form ADVobserved 5 days ago