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Julie Lalwani

Ameriprise Financial Services, LLC

Phoenix, AZ

Phoenix, AZ

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-24
TX RA APPROVED 2025-10-24
  • CA RA
    APPROVED
    Since 2025-10-24
  • TX RA
    APPROVED
    Since 2025-10-24

Branch Locations

Phoenix, AZ • United States

2398 E Camelback Rd Ste 550, Phoenix, AZ 85016 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 01/2011 05/2017
Bank Of America, N.A. Phoenix AZ 01/2011 05/2017
Edward Jones St. Louis MO 05/2017 10/2025
Ameriprise Financial Services, Llc Phoenix AZ 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-15
S63 Uniform Securities Agent State Law Examination 2007-03-14
  • S66 Uniform Combined State Law Examination
    2011-04-15
  • S63 Uniform Securities Agent State Law Examination
    2007-03-14
Designations
Other Names
  • Julie Lalwani Dedhia

View on SEC IAPD

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