| Solaris Capital Advisors (HK) Limited | Rep | Advising on securities | 2024-09-26 | - |
| Rep | Asset management | 2024-09-26 | - |
| ADAMAS CAPITAL PARTNERS (HK) LIMITED | RO | Asset management | 2019-05-03 | 2023-03-31 |
| Finloop Finance Limited | RO | Advising on securities | 2017-04-28 | 2017-10-25 |
| RO | Asset management | 2017-04-28 | 2017-10-25 |
| Solaris Capital Advisors (HK) Limited | RO | Asset management | 2015-12-16 | 2017-04-12 |
| Merrill Lynch (Asia Pacific) Limited | Rep | Advising on securities | 2007-08-27 | 2008-10-22 |
| Rep | Dealing in securities | 2007-03-09 | 2008-10-22 |
| Morgan Stanley Asia Limited | Rep | Advising on corporate finance | 2003-04-01 | 2003-08-27 |
| Rep | Advising on securities | 2003-04-01 | 2003-08-27 |
| Rep | Providing automated trading services | 2003-04-01 | 2003-08-27 |
| Rep | Dealing in securities | 2003-04-01 | 2003-08-27 |
| Morgan Stanley Hong Kong Futures Limited | Rep | Providing automated trading services | 2003-04-01 | 2003-08-27 |
| Rep | Dealing in futures contracts | 2003-04-01 | 2003-08-27 |