| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Golden Rich Securities Limited | Rep | Advising on securities | 2025-10-20 | - |
| Rep | Dealing in securities | 2025-10-20 | - | |
| CVP Securities Limited | RO | Dealing in securities | 2020-05-07 | 2022-12-01 |
| Rep | Dealing in securities | 2020-03-27 | 2020-05-07 | |
| CVP Capital Limited (HK) | RO | Advising on securities | 2017-03-31 | 2019-10-24 |
| RO | Dealing in securities | 2017-03-31 | 2019-10-24 | |
| Rep | Advising on securities | 2017-02-08 | 2017-03-31 | |
| Rep | Dealing in securities | 2017-02-08 | 2017-03-31 | |
| Rep | Advising on corporate finance | 2017-02-08 | 2019-10-24 | |
| China Reserve Securities Limited | RO | Advising on securities | 2013-07-31 | 2016-11-07 |
| RO | Dealing in securities | 2013-07-31 | 2016-11-07 | |
| TOYO SECURITIES ASIA LIMITED | RO | Advising on securities | 2009-04-27 | 2013-06-01 |
| RO | Dealing in securities | 2009-04-27 | 2013-06-01 | |
| Rep | Advising on securities | 2007-12-12 | 2009-04-27 | |
| Rep | Dealing in securities | 2007-12-12 | 2009-04-27 |