| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WESTOCK SECURITIES INTERNATIONAL (HK) LIMITED | Rep | Dealing in securities | 2020-02-12 | 2026-01-14 |
| GRAND PARTNERS INVESTMENT CONSULTANTS LIMITED | RO | Advising on securities | 2018-07-20 | 2020-01-31 |
| GRAND PARTNERS SECURITIES LIMITED | RO | Dealing in securities | 2016-12-29 | 2020-01-31 |
| BETA INTERNATIONAL SECURITIES LIMITED | RO | Dealing in securities | 2012-08-17 | 2016-12-16 |
| Rep | Dealing in securities | 2012-08-15 | 2012-08-17 | |
| WESTOCK SECURITIES INTERNATIONAL (HK) LIMITED | RO | Dealing in securities | 2012-02-28 | 2012-07-31 |
| Rep | Dealing in securities | 2012-01-12 | 2012-02-28 | |
| CLC SECURITIES LIMITED | RO | Dealing in securities | 2011-07-04 | 2011-12-22 |
| Rep | Dealing in securities | 2011-06-29 | 2011-07-04 | |
| CNI Securities Group Limited | RO | Dealing in securities | 2010-09-22 | 2011-04-11 |
| WING FUNG SECURITIES LIMITED | RO | Advising on corporate finance | - | 2005-02-07 |
| RO | Advising on securities | - | 2005-02-07 | |
| RO | Asset management | - | 2005-02-07 | |
| RO | Dealing in securities | - | 2010-07-10 |