| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Raising International Securities Limited | RO | Advising on securities | 2023-02-20 | - |
| RO | Asset management | 2023-02-20 | - | |
| RO | Dealing in securities | 2023-02-20 | - | |
| ROUNDHOUSE PARTNERS LTD | RO | Advising on securities | 2020-03-11 | 2022-04-30 |
| RO | Asset management | 2020-03-11 | 2022-04-30 | |
| Advent Securities (Hong Kong) Limited | RO | Dealing in securities | 2018-11-08 | 2022-04-30 |
| Rep | Dealing in securities | 2018-07-26 | 2018-11-08 | |
| FULBRIGHT SECURITIES LIMITED | Rep | Dealing in securities | 2009-01-20 | 2018-07-23 |
| SINO-RICH SECURITIES & FUTURES LIMITED | Rep | Dealing in securities | 2008-03-27 | 2009-01-14 |
| SOUTH CHINA SECURITIES LIMITED | Rep | Dealing in securities | 2007-06-25 | 2008-03-17 |
| SINO-RICH SECURITIES & FUTURES LIMITED | Rep | Dealing in securities | 2007-05-29 | 2007-06-11 |