DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
R Matthew Tullis
Feed of 09/14/2026
Also filed as R Matthew Tullis
At current firm
4 y
since Sep 12, 2022
In the industry
24 y
since Aug 6, 2002 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Regents Partners, LLC independent RIA currentsince Sep 12, 2022 · Farmington, Ut
- Regents Partners, LLC formerFeb 18, 2021 to Feb 24, 2021 · Centerville, Ut
- Foresight Wealth Management, LLC formerOct 9, 2018 to Nov 7, 2022 · Draper, Ut
- Lifepro Asset Management formerAug 22, 2018 to Oct 8, 2018 · San Diego, Ca
- Regent Street Advisors LLC formerApr 20, 2016 to May 16, 2018 · Salt Lake City, Ut
- Oak Lane Advisors independent RIADec 15, 2009 to Oct 29, 2014 · Centerville, Ut
- Vigilant Investment Advisors, LLC formerOct 12, 2007 to Jun 27, 2016 · Centerville, Ut
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 8, 2002 to Feb 19, 2004 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Foresight Wealth Management, LLC to Regents Partners, LLCleft Nov 7, 2022, registered Feb 18, 2021 (-627 days) · Other
- Regents Partners, LLC to Regents Partners, LLCleft Feb 24, 2021, registered Sep 12, 2022 (565 days) · channel change inside one enterprise, not a move
- Lifepro Asset Management to Foresight Wealth Management, LLCleft Oct 8, 2018, registered Oct 9, 2018 (1 days) · RIA to RIA
- Regent Street Advisors LLC to Lifepro Asset Managementleft May 16, 2018, registered Aug 22, 2018 (98 days) · Other
- Vigilant Investment Advisors, LLC to Oak Lane Advisorsleft Jun 27, 2016, registered Dec 15, 2009 (-2386 days) · Other
- Oak Lane Advisors to Regent Street Advisors LLCleft Oct 29, 2014, registered Apr 20, 2016 (539 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Vigilant Investment Advisors, LLCleft Feb 19, 2004, registered Oct 12, 2007 (1331 days) · Other
Signals
- R Matthew Tullis left Foresight Wealth Management, Llc for Regents Partners, Llc (registered 2021-02-18)Nov 7, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address