| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Aspenwood Capital Limited | Rep | Advising on securities | 2025-11-20 | - |
| Rep | Asset management | 2025-11-20 | - | |
| WRise Wealth Management (Hong Kong) Limited | Rep | Advising on securities | 2023-10-12 | 2025-07-01 |
| Rep | Asset management | 2023-10-12 | 2025-07-01 | |
| Rep | Dealing in securities | 2023-10-12 | 2025-07-01 | |
| Aspenwood Capital Limited | Rep | Advising on securities | 2021-11-23 | 2023-07-18 |
| Rep | Asset management | 2021-11-23 | 2023-07-18 |