| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHIEF SECURITIES LIMITED | Rep | Advising on securities | 2023-11-01 | 2025-06-27 |
| Rep | Dealing in securities | 2023-11-01 | 2025-06-27 | |
| Prior Securities Limited | RO | Dealing in securities | 2017-10-16 | 2022-03-07 |
| Rep | Dealing in securities | 2017-07-03 | 2017-10-16 | |
| Fortune Asset Management Limited (HK) | Rep | Advising on securities | 2014-11-14 | 2017-05-25 |
| Rep | Asset management | 2014-11-14 | 2017-05-25 | |
| FORTUNE (HK) SECURITIES LIMITED | Rep | Dealing in securities | 2013-10-09 | 2017-06-23 |
| Sun Life Hong Kong Limited | Rep | Advising on securities | 2008-08-08 | 2009-05-31 |