Matthew Morrison Borders

Current Employers

Employment History

• 11/2014 → 01/2018
  Securities America, Inc.
  Spokane, WA
• 01/2018 → 06/2019
  Raymond James Financial Services, Inc.
  Spokane Valley, WA
• 01/2018 → 06/2019
  Raymond James Financial Services Advisors, Inc
  Spokane Valley, WA
• 01/2018 → 08/2018
  Borders, White And Tait, Llc
  Spokane Valley, WA
• 06/2019 → 07/2025
  Lpl Financial, Llc
  Spokane Valley, WA
• 07/2025 → Present
  Kestra Investment Services, Llc
  Spokane Valley, WA
• 07/2025 → Present
  Kestra Private Wealth Services, Llc
  Spokane Valley, WA

Previous Registrations

• 2019-06-28 → 2025-08-04
  Lpl Financial Llc
  Spokane Valley, WA
  Spokane Valley, WA
  Meridian, ID
• 2018-01-19 → 2019-07-02
  Raymond James Financial Services Advisors, Inc
  Spokane, WA
  Spokane Valley, WA
• 2014-11-14 → 2018-01-19
  Securities America Advisors, Inc.
  Spokane, WA
• 2009-11-25 → 2014-11-14
  Sunset Financial Services, Inc.
  Spokane, WA
  Spokane, WA
  Kansas City, MO
• 2007-09-14 → 2009-12-01
  Insphere Securities, Inc.
  Spokane, WA
  Salt Lake City, UT
• 2006-05-09 → 2007-09-14
  Allegis Advisors, Inc.
  Salt Lake City, UT

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PACNORTH RETIREMENT GROUP POSITION: Financial Adviser NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 16201 E Indiana Ave, 2280, Spokane Valley WA 99216, United States DESCRIPTION: review fixed annuity options and recommend products based on client's risk tolerance, need and situation I also review life, LTC and disability needs and at times both recommend and sell insurance policies to meet client's needs Name: MATTHEW M. BORDERS, INC POSITION: President NATURE: Business Registration for Liability Protection and Tax Optimization INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 16201 E Indiana Ave, 2280, Spokane Valley WA 99216, United States DESCRIPTION: Pay overhead expenses and taxes. Operate the business. Name: ALLEGIS ADVISERS POSITION: Financial Adviser NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2025 ADDRESS: 75 W. Towne Ridge Parkway, #210, Sandy UT 84070, United States DESCRIPTION: As explained on a previous OBA, I utilize insurance products to meet client's life, disability and LTC insurance needs, as well as the occasional fixed annuity. I have worked with Allegis for a long-time and have a good relationship with them as an insurance resource. Name: BORDERS FAMILY LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 15 Paradise Cove Rd, Kettle Falls WA 99141, United States DESCRIPTION: None

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-14
• S63 Uniform Securities Agent State Law Examination
  2004-05-24

Other Names

• Matt Borders
• Matthew M Borders
• Matthew Morrison Borders
• Matthew Borders