| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Celera Markets Limited | Rep | Advising on futures contracts | 2021-12-10 | 2022-09-30 |
| Rep | Advising on securities | 2021-12-10 | 2022-09-30 | |
| RO | Asset management | 2021-04-23 | - | |
| RO | Advising on futures contracts | 2021-04-23 | 2021-12-10 | |
| RO | Advising on securities | 2021-04-23 | 2021-12-10 | |
| TRANSASIA PRIVATE CAPITAL LIMITED | RO | Asset management | 2019-12-16 | 2020-08-31 |
| Rep | Advising on securities | 2019-11-12 | 2020-08-31 | |
| Rep | Dealing in securities | 2019-11-12 | 2020-08-31 | |
| Rep | Asset management | 2019-08-01 | 2019-12-16 | |
| Vana Holdings Limited | RO | Asset management | 2018-04-10 | 2019-06-20 |
| CUBE CAPITAL HK LIMITED | RO | Advising on securities | 2007-10-17 | 2014-07-31 |
| RO | Asset management | 2007-10-17 | 2014-07-31 | |
| Income Partners Asset Management (HK) Limited | Rep | Advising on corporate finance | 2006-04-19 | 2006-05-04 |
| Rep | Advising on securities | 2003-11-04 | 2006-05-04 | |
| Rep | Asset management | 2003-11-04 | 2006-05-04 |