| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Zhong Yang Capital Limited | Rep | Advising on securities | 2025-11-27 | - |
| Rep | Asset management | 2025-11-27 | - | |
| Zhong Yang Securities Limited | Rep | Dealing in securities | 2025-11-27 | - |
| TIGER BROKERS (HK) GLOBAL LIMITED | Rep | Advising on securities | 2024-02-29 | 2024-11-06 |
| Rep | Dealing in securities | 2024-02-29 | 2024-11-06 | |
| PING AN SECURITIES (HONG KONG) COMPANY LIMITED | Rep | Advising on securities | 2023-03-10 | 2023-05-22 |
| Rep | Dealing in securities | 2023-03-10 | 2023-05-22 | |
| Finloop Finance Limited | Rep | Advising on securities | 2022-08-24 | 2023-02-12 |
| Rep | Asset management | 2022-08-24 | 2023-02-12 | |
| Rep | Dealing in securities | 2022-08-24 | 2023-02-12 | |
| Vico Capital Limited | Rep | Advising on securities | 2020-04-07 | 2022-05-31 |
| Rep | Asset management | 2020-04-07 | 2022-05-31 | |
| Rep | Dealing in securities | 2019-09-27 | 2022-05-31 | |
| Equities First Holdings Hong Kong Limited | Rep | Dealing in securities | 2017-05-29 | 2019-03-25 |