| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SoFi Securities (Hong Kong) Limited | RO | Advising on securities | 2025-04-23 | - |
| RO | Dealing in securities | 2025-04-23 | - | |
| Rep | Advising on securities | 2021-03-01 | 2025-04-23 | |
| Rep | Dealing in securities | 2021-03-01 | 2025-04-23 | |
| SBI FX Co., Limited | Rep | Leveraged foreign exchange trading | 2017-02-22 | 2018-08-08 |
| ETRADE SECURITIES (HONG KONG) LIMITED | Rep | Leveraged foreign exchange trading | 2005-06-28 | 2010-11-01 |
| Rep | Advising on securities | 2005-06-28 | 2016-03-10 | |
| Rep | Dealing in securities | 2005-06-28 | 2016-03-10 | |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2003-11-08 | 2004-04-07 |
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2003-11-08 | 2004-04-07 |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2003-11-08 | 2004-04-07 |