| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Vanward International Securities Limited | RO | Dealing in securities | 2023-03-22 | 2023-11-01 |
| Rep | Dealing in securities | 2023-02-14 | 2023-03-22 | |
| Pollock Asset Management Limited | Rep | Advising on securities | 2021-11-16 | 2022-11-25 |
| Rep | Dealing in securities | 2021-11-16 | 2022-11-25 | |
| Rep | Asset management | 2020-07-22 | 2022-11-25 | |
| RO | Asset management | 2019-07-19 | 2020-07-22 | |
| RO | Advising on securities | 2018-11-20 | 2021-11-16 | |
| RO | Dealing in securities | 2018-11-20 | 2021-11-16 | |
| Anli Securities Limited | RO | Advising on securities | 2015-11-09 | 2018-08-01 |
| RO | Dealing in securities | 2014-04-09 | 2018-08-01 | |
| Rep | Dealing in securities | 2014-03-21 | 2014-04-09 | |
| Bradbury Securities Limited | RO | Advising on securities | 2013-08-21 | 2014-02-28 |
| RO | Dealing in securities | 2013-08-21 | 2014-02-28 | |
| Select Investment Services Limited (HK) | RO | Advising on securities | 2012-03-07 | 2013-06-14 |
| RO | Dealing in securities | 2012-03-07 | 2013-06-14 | |
| THOMAS GLOBAL FINANCIAL SERVICES LIMITED | RO | Dealing in securities | 2010-08-16 | 2011-07-06 |
| SynerWealth Financial Limited | RO | Dealing in securities | 2009-02-04 | 2010-08-01 |
| SELINA & CO. LIMITED (HK) | RO | Dealing in securities | 2004-06-01 | 2008-05-10 |
| KuCoin HK Limited | RO | Advising on corporate finance | - | 2004-06-01 |
| RO | Advising on securities | - | 2004-06-01 | |
| RO | Asset management | - | 2004-06-01 | |
| RO | Dealing in securities | - | 2004-06-01 |