| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AJ Asset Management Limited | Rep | Asset management | 2023-06-07 | - |
| AJ Securities Limited | RO | Advising on securities | 2023-06-07 | - |
| AJ Futures Limited | RO | Dealing in futures contracts | 2019-07-08 | - |
| AJ Securities Limited | RO | Dealing in securities | 2018-05-30 | - |
| Rep | Dealing in securities | 2017-09-15 | 2018-05-30 | |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2012-11-12 | 2017-09-05 |
| CITIC Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2012-07-25 | 2017-09-05 |