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Paul Garrett Anderson

Morgan Stanley

Brea, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-17
CA RA APPROVED 2020-06-05
  • TX RA
    APPROVED
    Since 2020-12-17
  • CA RA
    APPROVED
    Since 2020-06-05

Branch Locations

Ten Pointe Drive Suite 400, Brea, CA 92821 • 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 Laguna Hills CA 10/2009 06/2020
Bank Of America, N.A. Brea CA 05/2011 06/2020
Morgan Stanley Smith Barney Llc Brea CA 06/2020 Present
Morgan Stanley Private Bank, N.A New York NY 11/2020 Present
  • 10/2009 → 06/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Laguna Hills, CA
  • 05/2011 → 06/2020
    Bank Of America, N.A.
    Brea, CA
  • 06/2020 → Present
    Morgan Stanley Smith Barney Llc
    Brea, CA
  • 11/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2009-10-23 → 2020-06-08
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Irvine, CA
    Newport Beach, CA
    Laguna Hills, CA
    Foothill Ranch, CA
    Brea, CA
    Brea, CA
  • 2006-09-08 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Newport Beach, CA
    Laguna Hills, CA
    Foothill Ranch, CA
    Lake Forest, CA
  • 2003-11-27 → 2006-09-11
    Morgan Stanley Dw Inc.
    Santa Ana, CA
    Santa Ana, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-26
  • S66 Uniform Combined State Law Examination
    2003-11-26
Other Names
  • Paul G. Anderson
  • Paul Garrett Hankins
  • Paul G Anderson

View on SEC IAPD

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Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
LPL FINANCIAL LLC · BREA, CA

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