| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| YuFeng Capital Limited | RO | Advising on securities | 2024-03-06 | - |
| RO | Asset management | 2024-03-06 | - | |
| RO | Dealing in securities | 2024-03-06 | - | |
| APlus Partners Asset Management Limited | RO | Advising on securities | 2018-12-21 | 2021-03-31 |
| RO | Asset management | 2018-12-21 | 2021-03-31 | |
| GOLD DRAGON WORLDWIDE ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2018-03-12 | 2018-10-31 |
| RO | Asset management | 2018-03-12 | 2018-10-31 | |
| Oneday Asset Management Limited | RO | Advising on securities | 2015-12-02 | 2017-04-20 |
| RO | Asset management | 2014-09-04 | 2017-04-20 | |
| QMIS Asset Management Limited | RO | Advising on securities | 2011-11-01 | 2013-11-30 |
| RO | Asset management | 2011-11-01 | 2013-11-30 | |
| QMIS Securities Limited | RO | Dealing in securities | 2010-04-19 | 2013-11-30 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2009-02-26 | 2010-02-13 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2008-07-21 | 2010-02-13 |
| PARTNERS CAPITAL SECURITIES LIMITED | Rep | Dealing in securities | 2007-10-11 | 2008-06-16 |