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Julian D Odish

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Diego, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
CA RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2025-11-04
  • CA RA
    APPROVED
    Since 2025-09-30

Branch Locations

6501 Mission Gorge Rd, San Diego, CA 92120 • 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 El Cajon CA 07/2025 Present
Morgan Stanley San Diego CA 06/2024 04/2025
Jdo Capital Group San Diego CA 06/2023 05/2024
Allied First Bank San Diego CA 08/2021 06/2023
Northwestern Mutual San Diego CA 05/2022 07/2022
University Of San Diego San Diego CA 01/2022 05/2025
Unemployed San Diego CA 08/2015 01/2022
Bank Of America, N.A. San Diego CA 10/2025 Present
  • 07/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    El Cajon, CA
  • 06/2024 → 04/2025
    Morgan Stanley
    San Diego, CA
  • 06/2023 → 05/2024
    Jdo Capital Group
    San Diego, CA
  • 08/2021 → 06/2023
    Allied First Bank
    San Diego, CA
  • 05/2022 → 07/2022
    Northwestern Mutual
    San Diego, CA
  • 01/2022 → 05/2025
    University Of San Diego
    San Diego, CA
  • 08/2015 → 01/2022
    Unemployed
    San Diego, CA
  • 10/2025 → Present
    Bank Of America, N.A.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-14
  • S66 Uniform Combined State Law Examination
    2025-06-14
Other Names
  • Julian Odish

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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