| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| EXCELSIOR CAPITAL ASIA (HK) LIMITED | RO | Advising on securities | 2025-11-03 | - |
| RO | Asset management | 2025-11-03 | - | |
| Digital Climate Securities HK Limited | RO | Advising on securities | 2024-12-23 | 2025-10-31 |
| RO | Dealing in securities | 2024-12-23 | 2025-10-31 | |
| BLVSIN CAPITAL LIMITED | RO | Advising on securities | 2019-06-12 | 2024-05-22 |
| RO | Asset management | 2019-06-12 | 2024-05-22 | |
| RO | Dealing in securities | 2019-06-12 | 2024-05-22 | |
| STATE FORTUNE CAPITAL MANAGEMENT LIMITED | RO | Advising on securities | 2015-05-05 | 2019-05-31 |
| RO | Asset management | 2012-03-30 | 2019-05-31 | |
| Standard Advisory Asia Limited | RO | Advising on futures contracts | 2007-07-27 | 2009-02-16 |
| RO | Dealing in futures contracts | 2007-07-27 | 2009-02-16 | |
| RO | Advising on securities | 2007-03-09 | 2009-02-16 | |
| RO | Dealing in securities | 2007-03-09 | 2009-02-16 | |
| GLOBAL STRATEGIC CAPITAL MANAGEMENT LIMITED | RO | Advising on securities | 2003-04-01 | 2003-07-31 |
| RO | Asset management | 2003-04-01 | 2003-07-31 |