| Date | Event | Region |
| Wednesday, August 27, 2008 | Appointment as Limited Liability Partnership Member | City Of London |
| Wednesday, October 21, 2009 | Appointment as Llpdmem | Westminster |
| Friday, November 6, 2009 | Appointment as Llpdmem | Westminster |
| Thursday, February 4, 2010 | Appointment as Llpdmem | Westminster |
| Monday, May 17, 2010 | Appointment as Llpdmem | Westminster |
| Tuesday, October 25, 2011 | Appointment as Llpdmem | Westminster |
| Wednesday, March 27, 2013 | Appointment as Director | Westminster |
| Wednesday, April 6, 2016 | Appointment as Individual or entity with 25-50% of voting rights,Shareholder (25-50%),Individual or entity with significant influence or control,Trustee of a trust with significant influence or control,Individual or entity with right to appoint and remove members of an LLP,Individual or entity with right to share more than 75% surplus assets in an LLP and Individual or entity with more than 75% of voting rights in an LLP | City Of London |
| Thursday, April 7, 2016 | Appointment as Member of a firm with significant influence or control | Devon |
| Thursday, March 16, 2017 | Appointment as Shareholder (25-50%) | Westminster |
| Tuesday, December 5, 2017 | Resignation as Shareholder (25-50%) | Westminster |
| Tuesday, August 13, 2019 | Resignation as Individual or entity with significant influence or control | Devon |
| Sunday, April 5, 2020 | Resignation as Llpdmem | Westminster |
| Wednesday, June 24, 2020 | Resignation as Shareholder (25-50%) and Individual or entity with 25-50% of voting rights | City Of London |
| Friday, March 18, 2022 | Resignation as Individual or entity with significant influence or control | Devon |
