| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Long Bridge HK Limited | Rep | Dealing in futures contracts | 2025-07-03 | - |
| RO | Dealing in securities | 2024-11-26 | - | |
| Rep | Asset management | 2023-06-27 | - | |
| Rep | Advising on securities | 2022-02-18 | - | |
| Rep | Dealing in securities | 2022-02-18 | 2024-11-26 | |
| PHILLIP COMMODITIES (HK) LIMITED | Rep | Dealing in futures contracts | 2020-02-24 | 2022-01-23 |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2020-02-24 | 2022-01-23 |
| BOA INTERNATIONAL SECURITIES LIMITED | Rep | Dealing in securities | 2018-10-05 | 2019-01-18 |
| THOMAS GLOBAL FINANCIAL SERVICES LIMITED | Rep | Dealing in securities | 2017-03-31 | 2018-09-24 |
| Mason Securities Limited | Rep | Dealing in securities | 2014-03-19 | 2015-09-15 |
| ZHONG ZHENG INTERNATIONAL FUTURES LIMITED | Rep | Dealing in futures contracts | 2014-03-19 | 2015-09-15 |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2012-08-15 | 2012-08-23 |