| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2026-05-12 | - |
| FIRST SHANGHAI SECURITIES LIMITED | Rep | Dealing in securities | 2025-08-20 | 2026-04-15 |
| KGI ASIA LIMITED | Rep | Advising on securities | 2023-01-19 | 2025-07-25 |
| Rep | Dealing in securities | 2023-01-19 | 2025-07-25 | |
| Everbright Securities Investment Services (HK) Limited | Rep | Advising on securities | 2016-08-01 | 2022-12-28 |
| Rep | Dealing in securities | 2016-08-01 | 2022-12-28 | |
| oOo Securities (HK) Group Limited | Rep | Dealing in securities | 2014-10-09 | 2016-03-08 |
| Rep | Advising on securities | 2010-05-26 | 2016-03-08 | |
| iBest Consultants Limited | Rep | Advising on securities | 2007-07-17 | 2009-04-14 |