| Company | Timeline | Status | |
| Lucas Fettes Holdings Limited Director • Unreported | 2 Dec 2024←1 Year 1 Month→7 Jan 2026 | Active | |
| Brooks Macdonald Funds Limited Director • Unreported | 30 Sep 2024←1 Year 3 Months→7 Jan 2026 | Active | |
| Integrity Wealth Solutions Limited Director • Unreported | 30 Jun 2023←2 Years 6 Months→7 Jan 2026 | Active | |
| Adroit Financial Planning Limited Director • Unreported | 30 Jun 2023←2 Years 6 Months→7 Jan 2026 | Active | |
| Levitas Investment Management Services Limited Director • Unreported | 16 Mar 2023←2 Years 9 Months→7 Jan 2026 | Active | |
| Cornelian Asset Managers Group Limited Director • Unreported | 16 Mar 2023←2 Years 9 Months→7 Jan 2026 | Active | |
| Integrity Wealth (Holdings) Limited Director • Unreported | 31 Oct 2022←3 Years→7 Jan 2026 | Active | |
| Brooks Macdonald Financial Consulting Limited Director • Unreported | 8 Feb 2021←4 Years→7 Jan 2026 | Active | |
| Cornelian Asset Managers Limited Director • Unreported | 28 Feb 2020←5 Years→7 Jan 2026 | Active | |
| Brooks Macdonald Asset Management Limited Director • Unreported | 22 Feb 2019←6 Years→7 Jan 2026 | Active | |
