| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Highblock Securities Limited | RO | Advising on securities | 2026-08-05 | - |
| RO | Asset management | 2026-08-05 | - | |
| RO | Dealing in securities | 2026-08-05 | - | |
| JIUZE Capital Management Limited | RO | Advising on securities | 2024-08-20 | 2025-04-30 |
| RO | Asset management | 2024-08-20 | 2025-04-30 | |
| Golden Continent Securities Co., Limited | RO | Advising on securities | 2023-06-09 | 2024-07-17 |
| RO | Dealing in securities | 2023-06-09 | 2024-07-17 | |
| Golden Continent Asset Management Co., Limited | RO | Asset management | 2023-06-07 | 2024-07-17 |
| United Securities Limited (HK) | RO | Advising on securities | 2022-04-19 | 2023-05-11 |
| RO | Asset management | 2022-04-19 | 2023-05-11 | |
| RO | Dealing in securities | 2022-04-19 | 2023-05-11 | |
| RO | Advising on securities | 2021-01-05 | 2021-11-08 | |
| RO | Dealing in securities | 2021-01-05 | 2021-11-08 | |
| RO | Asset management | 2020-06-23 | 2021-11-08 |