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Andrea Dee Zundel

LPl Financial LLC

Ammon, ID

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-31
ID RA APPROVED 2022-06-21
TX RA APPROVED 2022-06-21
  • AZ RA
    APPROVED
    Since 2024-10-31
  • ID RA
    APPROVED
    Since 2022-06-21
  • TX RA
    APPROVED
    Since 2022-06-21

Branch Locations

Ammon, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2018 06/2022
The Bank Of Commerce Idaho Falls ID 02/2016 05/2018
Lpl Financial Llc Ammon ID 06/2022 Present
  • 05/2018 → 06/2022
    St Louis, MO
  • 02/2016 → 05/2018
    The Bank Of Commerce
    Idaho Falls, ID
  • 06/2022 → Present
    Ammon, ID
Previous Registrations
  • 2018-10-12 → 2022-06-22
    Rigby, ID
    St Louis, MO
    Rigby, ID
    Rigby, ID
    Rigby, ID
Other Businesses

1)09/14/2022- Mountain River Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/21/2022 - 60 Hours Per Month/30 Hours During Securities Trading 2) 04/19/2023 - Bastar Consulting - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/01/2023 - 40 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-11
  • S66 Uniform Combined State Law Examination
    2018-10-11
Other Names
  • Andrea Dee Bastar

View on SEC IAPD

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