| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ROBERN ASSOCIATES LIMITED | Rep | Asset management | 2022-10-10 | 2024-12-31 |
| Wealth Management Cube Limited | RO | Dealing in securities | 2019-09-20 | 2020-03-31 |
| Rep | Dealing in securities | 2019-08-09 | 2019-09-20 | |
| TC Investment Management (Asia) Limited | RO | Advising on securities | 2015-10-13 | 2019-07-31 |
| RO | Dealing in securities | 2015-10-13 | 2019-07-31 | |
| Rep | Dealing in securities | 2015-09-22 | 2015-10-13 | |
| Manulife Investment Management (Hong Kong) Limited | RO | Dealing in securities | 2014-10-06 | 2015-09-07 |
| Rep | Dealing in securities | 2012-06-13 | 2014-10-06 | |
| CASH Wealth Management Limited | Rep | Advising on securities | 2011-02-22 | 2011-12-15 |
| Rep | Asset management | 2011-02-22 | 2011-12-15 | |
| iFAST Global Markets (HK) Limited | Rep | Dealing in securities | 2008-03-25 | 2009-10-09 |