| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Zhong Wang Capital Partners Limited | RO | Advising on securities | 2025-07-03 | - |
| RO | Asset management | 2025-07-03 | - | |
| Rep | Advising on securities | 2025-05-02 | 2025-07-03 | |
| Rep | Asset management | 2025-05-02 | 2025-07-03 | |
| ZhongYi Investment Managers Limited | RO | Advising on securities | 2023-06-13 | 2025-03-21 |
| RO | Asset management | 2023-06-13 | 2025-03-21 | |
| DRAGON INVESTMENT ADVISORY COMPANY LIMITED | RO | Advising on securities | 2018-02-28 | 2022-03-31 |
| RO | Dealing in securities | 2018-02-28 | 2022-03-31 | |
| RO | Asset management | 2016-09-27 | 2022-03-31 | |
| CCB INTERNATIONAL ASSET MANAGEMENT LIMITED | Rep | Dealing in securities | 2012-08-31 | 2015-10-06 |
| Rep | Advising on securities | 2011-08-11 | 2015-10-06 | |
| Rep | Asset management | 2011-04-14 | 2015-10-06 |
No HKMA registrations in the collected records.