| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Victoria International Asset Management Limited | RO | Advising on securities | 2022-06-01 | - |
| RO | Asset management | 2022-06-01 | - | |
| ASSET MANAGEMENT GROUP LIMITED | Rep | Asset management | 2017-07-28 | 2021-09-30 |
| Rep | Advising on securities | 2016-06-06 | 2021-09-30 | |
| Rep | Dealing in securities | 2016-06-06 | 2021-09-30 | |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2012-02-08 | 2014-08-25 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2012-02-08 | 2014-08-25 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2012-02-08 | 2014-08-25 |
| KGI WEALTH MANAGEMENT LIMITED | Rep | Dealing in securities | 2010-12-24 | 2011-04-01 |