| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Pantheum Capital Limited | RO | Asset management | 2021-10-19 | 2022-09-22 |
| RO | Advising on securities | 2021-10-19 | 2025-11-11 | |
| Apricot Capital (Hong Kong) Limited | RO | Advising on securities | 2020-07-02 | 2021-04-30 |
| RO | Dealing in securities | 2017-10-11 | 2021-04-30 | |
| Rep | Dealing in securities | 2017-10-03 | 2017-10-11 | |
| JAKOTA SECURITIES GROUP LIMITED | RO | Advising on securities | 2016-08-12 | 2017-09-30 |
| RO | Dealing in securities | 2011-07-27 | 2017-09-30 | |
| VISION FINANCE (SECURITIES) LIMITED | Rep | Dealing in securities | 2009-02-12 | 2011-07-02 |
| PRIME SECURITIES LIMITED (HK) | Rep | Dealing in securities | 2007-03-06 | 2009-02-06 |