| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Alliance Asset Management Limited (HK) | RO | Asset management | 2024-10-07 | - |
| Cortina Capital Asset Management Limited | RO | Advising on securities | 2021-10-15 | 2023-01-10 |
| RO | Asset management | 2021-10-15 | 2023-01-10 | |
| ROUNDHOUSE PARTNERS LTD | RO | Advising on securities | 2020-04-29 | 2021-09-26 |
| RO | Asset management | 2020-04-29 | 2021-09-26 | |
| KAM LUEN SECURITIES LIMITED | RO | Advising on securities | 2019-06-28 | 2019-12-05 |
| RO | Asset management | 2019-06-28 | 2019-12-05 | |
| GOLD DRAGON WORLDWIDE ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2017-11-30 | 2018-07-31 |
| RO | Asset management | 2017-11-30 | 2018-07-31 | |
| Avenue Family Office Limited | RO | Advising on securities | 2017-01-18 | 2017-03-31 |
| RO | Asset management | 2017-01-18 | 2017-03-31 | |
| Avenue Asset Management Limited (HK) | RO | Advising on securities | 2015-08-27 | 2017-03-31 |
| RO | Asset management | 2015-08-27 | 2017-03-31 | |
| China Angel Fund Management (HK) Company Limited | RO | Advising on securities | 2011-10-24 | 2015-08-21 |
| RO | Asset management | 2011-10-24 | 2015-08-21 | |
| QI YUAN ASSET MANAGEMENT (H.K.) LIMITED | RO | Advising on securities | 2008-06-20 | 2010-07-12 |
| RO | Asset management | 2008-06-20 | 2010-07-12 | |
| Rep | Asset management | 2008-04-16 | 2008-06-20 | |
| AMPLE CAPITAL LIMITED | Rep | Asset management | 2008-02-11 | 2008-03-26 |
No HKMA registrations in the collected records.