| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| E&P Asia (HK) Limited | RO | Advising on securities | 2021-04-01 | 2025-02-27 |
| RO | Dealing in securities | 2021-04-01 | 2025-02-27 | |
| J.P. MORGAN BROKING (HONG KONG) LIMITED | Rep | Advising on futures contracts | 2018-10-08 | 2019-08-22 |
| Rep | Dealing in futures contracts | 2018-10-08 | 2019-08-22 | |
| Rep | Advising on futures contracts | 2016-11-10 | 2017-10-09 | |
| Rep | Dealing in futures contracts | 2016-11-10 | 2017-10-09 | |
| Rep | Advising on futures contracts | 2015-03-16 | 2015-10-30 | |
| Rep | Dealing in futures contracts | 2015-03-16 | 2015-10-30 | |
| Rep | Advising on securities | 2007-05-31 | 2010-05-26 | |
| Rep | Dealing in securities | 2007-05-31 | 2010-05-26 |