| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| GLENWORTH CAPITAL LIMITED | RO | Advising on securities | 2025-01-08 | - |
| RO | Asset management | 2025-01-08 | - | |
| Grand China Securities Limited | Rep | Advising on securities | 2024-02-06 | 2024-10-08 |
| Rep | Asset management | 2024-02-06 | 2024-10-08 | |
| Rep | Dealing in securities | 2024-02-06 | 2024-10-08 | |
| BUSINESS SECURITIES LIMITED | RO | Advising on securities | 2022-12-14 | 2024-01-19 |
| RO | Dealing in securities | 2022-12-14 | 2024-01-19 | |
| Rep | Advising on securities | 2022-09-15 | 2022-12-14 | |
| Rep | Dealing in securities | 2022-09-15 | 2022-12-14 | |
| Growth Track Asset Management Limited | RO | Asset management | 2017-06-22 | 2022-04-20 |
| GT CAPITAL LIMITED | RO | Advising on securities | 2015-12-28 | 2022-06-30 |
| RO | Dealing in securities | 2015-06-30 | 2022-06-30 | |
| M SECURITIES LIMITED (HK) | RO | Dealing in securities | 2006-02-23 | 2015-04-22 |
| Nerico Brothers Limited (HK) | RO | Advising on futures contracts | 2003-04-01 | 2004-08-02 |
| RO | Asset management | 2003-04-01 | 2006-02-03 | |
| RO | Dealing in futures contracts | 2003-04-01 | 2006-02-03 |