| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| DL Family Office (HK) Limited | Rep | Advising on securities | 2026-02-26 | - |
| Rep | Asset management | 2026-02-26 | - | |
| WRise Wealth Management (Hong Kong) Limited | Rep | Advising on securities | 2024-07-05 | 2025-09-03 |
| Rep | Asset management | 2024-07-05 | 2025-09-03 | |
| Rep | Dealing in securities | 2024-07-05 | 2025-09-03 |