| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Carret Private Capital Limited | Rep | Asset management | 2020-12-11 | - |
| Rep | Advising on securities | 2020-10-09 | - | |
| Rep | Dealing in securities | 2020-10-09 | - | |
| CIS SECURITIES ASSET MANAGEMENT LIMITED | Rep | Asset management | 2017-03-03 | 2017-04-30 |
| IAM LEGACY LIMITED | Rep | Advising on securities | 2013-09-19 | 2014-05-02 |
| JS SECURITIES LIMITED (HK) | Rep | Dealing in securities | 2013-06-07 | 2013-09-02 |
| GF Securities (Hong Kong) Brokerage Limited | Rep | Dealing in securities | 2012-01-09 | 2013-03-11 |
| CROSBY WEALTH MANAGEMENT (HONG KONG) LIMITED | Rep | Advising on securities | 2005-05-05 | 2007-02-05 |
| Rep | Asset management | 2005-05-05 | 2007-02-05 |