| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Huarui Securities Limited | RO | Advising on securities | 2024-12-13 | - |
| RO | Asset management | 2024-12-13 | - | |
| RO | Dealing in securities | 2024-12-13 | - | |
| DL SECURITIES (HK) LIMITED | RO | Dealing in securities | 2022-07-04 | 2024-03-01 |
| DL Digital Family Office (HK) Limited | RO | Advising on securities | 2021-12-13 | 2024-03-01 |
| RO | Asset management | 2021-12-13 | 2024-03-01 | |
| DL SECURITIES (HK) LIMITED | RO | Advising on securities | 2021-01-11 | 2024-03-01 |
| Rep | Dealing in securities | 2021-01-05 | 2022-07-04 | |
| Rep | Advising on securities | 2020-11-19 | 2021-01-11 | |
| Lifan International Asset Management Limited | RO | Advising on securities | 2019-06-03 | 2020-09-26 |
| RO | Asset management | 2019-06-03 | 2020-09-26 | |
| QMIS Securities Limited | Rep | Dealing in securities | 2018-10-29 | 2019-04-30 |
| QMIS Asset Management Limited | RO | Advising on securities | 2018-09-21 | 2019-04-30 |
| RO | Asset management | 2018-09-21 | 2019-04-30 | |
| Rep | Advising on securities | 2018-08-30 | 2018-09-21 | |
| Rep | Asset management | 2018-08-30 | 2018-09-21 | |
| Silver Leaf Asset Management Limited | RO | Advising on securities | 2018-03-21 | 2018-07-31 |
| RO | Asset management | 2018-03-21 | 2018-07-31 |