| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2024-12-19 | - |
| Rep | Asset management | 2024-12-19 | - | |
| Rep | Dealing in securities | 2024-12-19 | - | |
| Crosby Securities Limited | Rep | Advising on securities | 2024-03-22 | 2024-12-05 |
| Rep | Asset management | 2024-03-22 | 2024-12-05 | |
| Rep | Dealing in securities | 2024-03-22 | 2024-12-05 | |
| Venture Smart Asia Limited | Rep | Advising on securities | 2019-03-28 | 2024-03-21 |
| Rep | Asset management | 2019-03-28 | 2024-03-21 | |
| Rep | Dealing in securities | 2016-08-22 | 2024-03-21 | |
| IMPERIUM INTERNATIONAL SECURITIES LIMITED | Rep | Dealing in securities | 2014-08-06 | 2016-07-30 |
| OnePlatform Asset Management Limited | Rep | Dealing in securities | 2010-06-18 | 2014-07-16 |
| Rep | Advising on securities | 2003-04-01 | 2010-06-18 |