Huiyuan Zhang
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Huiyuan Zhang (張惠源), a licensed Representative with CE reference BUL872. Currently licensed at 1 firm(s): Huatai Financial Holdings (Hong Kong) Limited. Active regulated activities: Type 1 - Dealing in securities; Type 2 - Dealing in futures contracts; Type 4 - Advising on securities. This person has 2.2 years of SFC licence history. Total licence records on file: 7.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2026-04-09 | present |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 2 - Dealing in futures contracts | 2026-04-09 | present |
| Huatai Financial Holdings (Hong Kong) Limited 華泰金融控股(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2026-04-09 | present |
| Wanhai Securities (HK) Limited 萬海證券（香港）有限公司 |
Rep | Type 1 - Dealing in securities | 2025-01-09 | 2025-12-18 |
| Wanhai Securities (HK) Limited 萬海證券（香港）有限公司 |
Rep | Type 4 - Advising on securities | 2025-01-09 | 2025-12-18 |
| Fortune Origin Securities Limited 富中證券有限公司 |
Rep | Type 1 - Dealing in securities | 2023-12-22 | 2024-11-29 |
| Fortune Origin Securities Limited 富中證券有限公司 |
Rep | Type 4 - Advising on securities | 2023-12-22 | 2024-11-29 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Huiyuan Zhang 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.