Zhuo Li
李卓
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Zhuo Li (李卓), a licensed former licensee with CE reference BFX716. This person has 9.9 years of SFC licence history. Total licence records on file: 11.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| SDG Asset Management (HK) Limited 山金資產管理(香港)有限公司 |
RO | Type 4 - Advising on securities | 2024-11-08 | 2025-09-14 |
| SDG Asset Management (HK) Limited 山金資產管理(香港)有限公司 |
RO | Type 9 - Asset management | 2024-11-08 | 2025-09-14 |
| SDG Asset Management (HK) Limited 山金資產管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2024-07-25 | 2024-11-08 |
| SDG Asset Management (HK) Limited 山金資產管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2024-07-25 | 2024-11-08 |
| Fortune Asset Management Limited 富強資產管理有限公司 |
RO | Type 4 - Advising on securities | 2024-05-23 | 2024-06-30 |
| Fortune Asset Management Limited 富強資產管理有限公司 |
RO | Type 9 - Asset management | 2024-05-23 | 2024-06-30 |
| Fortune Asset Management Limited 富強資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2023-06-05 | 2024-05-23 |
| Fortune Asset Management Limited 富強資產管理有限公司 |
Rep | Type 9 - Asset management | 2023-06-05 | 2024-05-23 |
| SDG Asset Management (HK) Limited 山金資產管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2017-03-15 | 2023-05-21 |
| SDG Asset Management (HK) Limited 山金資產管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2017-03-15 | 2023-05-21 |
| Zynergy Asset Management Limited 晟智資產管理有限公司 |
Rep | Type 9 - Asset management | 2015-08-21 | 2017-02-17 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Zhuo Li during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.