| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2026-08-10 | - |
| WRise Wealth Management (Hong Kong) Limited | Rep | Advising on securities | 2023-12-06 | 2025-08-15 |
| Rep | Asset management | 2023-12-06 | 2025-08-15 | |
| Rep | Dealing in securities | 2023-12-06 | 2025-08-15 |