| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CENTALINE SECURITIES LIMITED | Rep | Advising on securities | 2024-04-25 | - |
| Rep | Dealing in securities | 2024-04-25 | - | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2024-04-25 | - |
| Rep | Dealing in securities | 2024-04-25 | - | |
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2020-07-17 | 2024-03-01 |
| Rep | Asset management | 2020-07-17 | 2024-03-01 | |
| Rep | Dealing in securities | 2020-07-17 | 2024-03-01 | |
| iFAST Securities (HK) Limited | Rep | Dealing in securities | 2020-07-17 | 2021-04-30 |
| CASH Wealth Management Limited | Rep | Asset management | 2018-04-27 | 2020-03-10 |
| Rep | Advising on securities | 2016-09-09 | 2020-03-10 | |
| Rep | Dealing in securities | 2016-09-09 | 2020-03-10 | |
| CELESTIAL SECURITIES LIMITED | Rep | Dealing in securities | 2016-09-09 | 2020-03-10 |
| STOCKWELL SECURITIES LIMITED | Rep | Dealing in securities | 2013-09-02 | 2016-08-17 |