| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| One Heritage Capital Management Limited | Rep | Advising on securities | 2023-01-04 | 2024-04-10 |
| Rep | Asset management | 2023-01-04 | 2024-04-10 | |
| Taiping Securities (HK) Co Limited | Rep | Dealing in securities | 2021-12-01 | 2022-12-09 |
| China Alpha Fund Management (HK) Limited | Rep | Advising on securities | 2020-08-31 | 2020-09-14 |
| Rep | Asset management | 2020-08-31 | 2020-09-14 | |
| CATHAY SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2017-09-01 | 2018-08-12 |
| Rep | Dealing in securities | 2017-09-01 | 2018-08-12 | |
| PHILLIP COMMODITIES (HK) LIMITED | Rep | Leveraged foreign exchange trading | 2015-11-16 | 2017-08-22 |
| Rep | Dealing in futures contracts | 2013-07-31 | 2017-08-22 | |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Advising on securities | 2013-07-31 | 2017-08-22 |
| Rep | Dealing in securities | 2013-07-31 | 2017-08-22 |