| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| FUSION WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2020-08-18 | - |
| RO | Asset management | 2020-08-18 | - | |
| Sheng Yuan Sino Asset Management Limited | RO | Advising on securities | 2018-05-25 | 2020-03-05 |
| RO | Asset management | 2018-05-25 | 2020-03-05 | |
| FUSION WEALTH MANAGEMENT LIMITED | RO | Advising on securities | 2016-09-26 | 2018-04-03 |
| RO | Asset management | 2016-09-26 | 2018-04-03 | |
| China Vered Asset Management (Hong Kong) Limited | RO | Advising on securities | 2012-04-17 | 2016-06-30 |
| RO | Asset management | 2012-04-17 | 2016-06-30 | |
| CMS ASSET MANAGEMENT (HK) CO., LIMITED | RO | Asset management | 2010-09-27 | 2012-01-03 |
| CMS CAPITAL (HK) CO., LIMITED | RO | Asset management | 2010-01-04 | 2010-09-01 |
| RO | Advising on securities | 2010-01-04 | 2012-01-03 | |
| CHINA MERCHANTS SECURITIES (HK) CO., LIMITED | RO | Advising on securities | 2008-01-15 | 2012-01-03 |
| RO | Asset management | 2008-01-15 | 2012-01-03 | |
| Rep | Advising on securities | 2007-11-24 | 2008-01-15 | |
| Rep | Asset management | 2007-11-24 | 2008-01-15 | |
| AVANTA INVESTMENT MANAGEMENT LIMITED | RO | Advising on securities | 2006-09-06 | 2007-10-31 |
| RO | Asset management | 2006-03-17 | 2007-10-31 | |
| CAM Wealth Management Company Limited | RO | Asset management | 2004-06-24 | 2004-12-22 |
No HKMA registrations in the collected records.