Best Investors Account Sign in
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-07
TX RA APPROVED_RES 2025-04-07
  • CA RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED_RES
    Since 2025-04-07

Branch Locations

Castro Valley, CA • United States

555 California Street Pwm, San Francisco, CA 94104 • 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
Fidelity Investments Westlake TX 12/2012 10/2016
Charles Schwab & Co., Inc. Westlake TX 06/2017 01/2021
Unemployed Fort Worth TX 11/2016 04/2017
Repotted Enterprises Fort Worth TX 05/2017 06/2018
Wells Fargo Clearing Services, Llc San Francisco CA 07/2021 03/2022
Unemployed Fort Worth TX 02/2021 06/2021
Rbc Capital Markets, Llc San Francisco CA 06/2022 06/2024
Morgan Stanley San Francisco CA 03/2025 Present
Unemployed Antioch CA 06/2024 03/2025
  • 12/2012 → 10/2016
    Fidelity Investments
    Westlake, TX
  • 06/2017 → 01/2021
    Westlake, TX
  • 11/2016 → 04/2017
    Unemployed
    Fort Worth, TX
  • 05/2017 → 06/2018
    Repotted Enterprises
    Fort Worth, TX
  • 07/2021 → 03/2022
    San Francisco, CA
  • 02/2021 → 06/2021
    Unemployed
    Fort Worth, TX
  • 06/2022 → 06/2024
    San Francisco, CA
  • 03/2025 → Present
    San Francisco, CA
  • 06/2024 → 03/2025
    Unemployed
    Antioch, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-04
S63 Uniform Securities Agent State Law Examination 1988-06-28
  • S66 Uniform Combined State Law Examination
    2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    1988-06-28
Other Names
  • P Gayle Love
  • Gayle Love
  • Paula Love
  • Paula Gayle Love

View on SEC IAPD

More in Castro Valley, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor