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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-08 |
| CA | RA | APPROVED | 2018-12-12 |
Branch Locations
650 Castro Street Suite 105, Mountain View, CA 94041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Clara University | Santa Clara | CA | 09/2014 | 06/2018 |
| Ey | Ho Chi Minh | 08/2016 | 09/2016 | |
| Morgan Stanley | San Jose | CA | 03/2017 | 09/2017 |
| Morgan Stanley | Menlo Park | CA | 10/2018 | 02/2019 |
| Vq Properties Llc | San Jose | CA | 10/2017 | 02/2019 |
| Morgan Stanley | Mountain View | CA | 02/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2019 | Present |
1. VQ Properties LLC; Investment related Yes; San Jose, CA; Real Estate Investment; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 3; Work directly with Realtors and other Members to invest in Commercial Real Estate. 3. *367074-VQ2 Properties LLC ; Investment Related: Yes ; San Jose; California; Real Estate ; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2018 ; During business hours : 0 ; After business hours : 1; Investment Decisions/Advice, Check Signing/Funds Disbursements. 4. 3. VQ3 Properties LLC ; Investment Related ; Commercial Real Estate Investment ; Sole Proprietor / Owner / Partner ; Jul 2018 ; During business hours : 0 ; After business hours : 1 ; Member of the group, family real estate investment 5. *422136 - Trust; Investment related - Yes; San Jose, California; Trustee; 12/2020; During business hours: 1; After business hours: 0; 6. *422140 - Trust; Investment related - Yes; San Jose, California; Trustee; 01/2021; During business hours: 1; After business hours: 0; 7. *422141 - Trust; Investment related - Yes; San Jose, California; Trustee; 01/2021; During business hours: 1; After business hours: 0; 8. *422142 - Trust; Investment related - Yes; San Jose, California; Trustee; 01/2021; During business hours: 1; After business hours: 0; *422143- Trust; Investment related Yes; San Jose, California; Trust; Successor trustee; 01/2021; During business hours: 0; After business hours: 0; *418712 - Trust; Investment related Yes; San Jose, CA; Dec 2020; During business hours: 1; After business hours: 1. *418713 - Trust; Investment related Yes; San Jose, CA; Dec 2020; During business hours: 1; After business hours: 1. *427113 - VQ Financial Group LLC; Investment related Yes; San Jose, California; Real Estate; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements *416245 - VQ4 Properties LLC; Investment related No; San Jose, California; Real Estate; Partner;June 2019; During business hours: 0; Check Signing/Funds Disbursements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-12 |
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