| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CC VENTURE CAPITAL LIMITED | RO | Advising on securities | 2022-08-19 | - |
| RO | Asset management | 2022-08-19 | - | |
| CASH Algo Finance Group Limited | RO | Asset management | 2020-01-08 | 2022-03-31 |
| Rep | Asset management | 2019-12-20 | 2020-01-08 | |
| ELITE FINANCIAL SERVICES LIMITED (HK) | RO | Advising on securities | 2018-10-30 | 2019-11-01 |
| RO | Asset management | 2018-10-30 | 2019-11-01 | |
| ATHENA WEALTH MANAGEMENT LIMITED | Rep | Asset management | 2016-08-24 | 2018-09-27 |
| Rep | Dealing in securities | 2016-08-24 | 2018-09-27 | |
| oOo Securities (HK) Group Limited | Rep | Dealing in securities | 2012-12-13 | 2016-04-28 |
| Rep | Asset management | 2012-08-30 | 2016-04-28 | |
| Rep | Advising on securities | 2010-04-16 | 2016-04-28 | |
| OnePlatform Asset Management Limited | Rep | Advising on securities | 2008-05-06 | 2009-11-16 |