| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Lucky Guosheng Securities Limited | RO | Dealing in securities | 2023-12-01 | - |
| RO | Advising on securities | 2022-07-15 | - | |
| Rep | Dealing in securities | 2021-02-22 | 2023-12-01 | |
| RO | Asset management | 2020-09-23 | - | |
| RO | Advising on securities | 2020-09-23 | 2021-03-23 | |
| Thoth Investment Management Limited | RO | Asset management | 2016-11-22 | 2020-09-14 |
| W. Falcon Asset Management (Asia) Limited | RO | Asset management | 2014-07-17 | 2016-11-12 |
| CAPITAL FOCUS ASSET MANAGEMENT LIMITED | RO | Asset management | 2011-02-28 | 2013-11-13 |
| Rep | Asset management | 2010-10-07 | 2011-02-28 | |
| MONEY CONCEPTS (ASIA) LIMITED | RO | Asset management | 2007-06-12 | 2010-07-21 |
| RO | Advising on securities | 2005-12-09 | 2010-07-21 | |
| Rep | Asset management | 2004-09-20 | 2005-12-07 | |
| Rep | Advising on securities | 2004-09-20 | 2005-12-09 | |
| RO | Advising on securities | 2003-09-17 | 2004-09-20 | |
| RO | Asset management | 2003-09-17 | 2004-09-20 |