This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

AMERIPRISE FINANCIAL SERVICES, LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 14, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Mar 14, 2007

First registration

Apr 19, 2011

Dual registered

yes, broker-dealer

Other names

JULIE LALWANI DEDHIA

IAPD individual key

5245842

• Occurred

  Oct 27, 2025
  Advisor changed firm

  Julie Lalwani left Edward Jones for Ameriprise Financial Services, Llc (registered 2025-10-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:80a05704-731b-cdf2-05f2-c66024f6c0fb

First observed

Apr 19, 2011

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.