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Farmington, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-09-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regent Street Advisors Llc | Salt Lake City | UT | 02/2015 | 09/2018 |
| Regent Street Dynamic Partners, Llc | Salt Lake City | UT | 02/2016 | 06/2018 |
| Regent Street Select Partners, Llc | Salt Lake City | UT | 02/2016 | 06/2018 |
| Regent Street Focused Fund, Llc | Salt Lake City | UT | 02/2016 | 06/2018 |
| Lifepro Asset Management, Llc | San Diego | CA | 08/2018 | 10/2018 |
| Regents Park Advisors, Llc | Salt Lake City | UT | 08/2018 | Present |
| Foresight Wealth Management, Llc | Draper | UT | 10/2018 | 11/2022 |
| Regents Partners, Llc | Centerville | UT | 11/2020 | 02/2021 |
| Regents Partners, Llc | San Juan | PR | 09/2022 | Present |
| Foresight Wealth Managment | Draper | UT | 01/2012 | 11/2022 |
| Regents Street | Salt Lake City | FL | 01/2015 | 01/2018 |
| Regents Settlement Solutions, Llc | Centerville | UT | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-25 |
| S66 | Uniform Combined State Law Examination | 2002-08-06 |
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