R Matthew Tullis (CRD# 2191556) is an Investment Advisor Representative working at Regents Partners, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Regents Settlement Solutions, LLC | Centerville, UT | Jan 2024 - Current | < 1 |
Regents Partners, LLC | Salt Lake City, UT | Sep 2022 - Current | 1 |
Foresight Wealth Management, LLC | Draper, UT | Oct 2018 - Current | 5 |
Foresight Wealth Management | Salt Lake City, UT | Oct 2018 - Current | 5 |
Regents Park Advisors, LLC | Salt Lake City, UT | Aug 2018 - Current | 5 |
Foresight Wealth Managment | Draper, UT | Jan 2012 - Current | 12 |
Regents Partners, LLC | Centerville, UT | Nov 2020 - Feb 2021 | < 1 |
Lifepro Asset Management, LLC | San Diego, CA | Aug 2018 - Oct 2018 | < 1 |
Regent Street Advisors LLC | Salt Lake City, UT | Feb 2015 - Sep 2018 | 3 |
Regent Street Dynamic Partners, LLC | Salt Lake City, UT | Feb 2016 - Jun 2018 | 2 |
Regent Street Select Partners, LLC | Salt Lake City, UT | Feb 2016 - Jun 2018 | 2 |
Regent Street Focused Fund, LLC | Salt Lake City, UT | Feb 2016 - Jun 2018 | 2 |
Regents Street | Salt Lake City, FL | Jan 2015 - Jan 2018 | 3 |
Wn Holdings, LLC | Centerville, UT | Aug 2009 - May 2016 | 6 |
Vigilant Investment Advisors, LLC | Centerville, UT | Jul 2007 - Feb 2015 | 7 |
Vigilant Investment Advisors | Salt Lake City, UT | Jan 2007 - Jan 2015 | 8 |
Wealth Navigation, LLC | Centerville, UT | Sep 2009 - Oct 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management217MILLIONS
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Total Number of Accounts884ACCOUNTS
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Average Account Value$245,475
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX, UT
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