Xin Li
李昕
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Xin Li (李昕), a licensed former licensee with CE reference BRT414. This person has 1.5 years of SFC licence history. Total licence records on file: 2.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| CR Wealth and Asset Management Limited 華興財富資產管理有限公司 |
Rep | Type 1 - Dealing in securities | 2021-10-19 | 2023-04-27 |
| CR Wealth and Asset Management Limited 華興財富資產管理有限公司 |
Rep | Type 4 - Advising on securities | 2021-10-19 | 2023-04-27 |
Worked alongside
The 13 closest colleagues, strongest tie first — individuals licensed at the same firm as Xin 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.
| Name | Shared firm | Overlap |
|---|---|---|
| Yuan Li | CR Wealth and Asset Management Limited | 2021–2023 |
| Jiayan Jiang | CR Wealth and Asset Management Limited | 2021–2023 |
| Na Dong | CR Wealth and Asset Management Limited | 2021–2023 |
| Yiyi Zhang | CR Wealth and Asset Management Limited | 2021–2023 |
| Haoran Wang | CR Wealth and Asset Management Limited | 2022–2023 |
| Wenyun Huang | CR Wealth and Asset Management Limited | 2022–2023 |
| Yueer Li | CR Wealth and Asset Management Limited | 2022–2023 |
| Yin Yan Lee | CR Wealth and Asset Management Limited | 2022–2023 |
| Shu Gong | CR Wealth and Asset Management Limited | 2021–2022 |
| Wing Shan Yim | CR Wealth and Asset Management Limited | 2022–2023 |
| Lingyun Yuan | CR Wealth and Asset Management Limited | 2021–2023 |
| Fang Gao | CR Wealth and Asset Management Limited | 2021–2022 |
| Han Liao | CR Wealth and Asset Management Limited | 2023 |