| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Capstone Financial (HK) Limited | RO | Advising on securities | 2021-08-03 | 2025-03-26 |
| RO | Asset management | 2021-08-03 | 2025-03-26 | |
| ST. JAMES'S PLACE (HONG KONG) LIMITED | RO | Advising on securities | 2020-02-03 | - |
| RO | Asset management | 2020-02-03 | - | |
| RO | Dealing in securities | 2020-02-03 | - | |
| Rep | Advising on securities | 2019-08-06 | 2020-02-03 | |
| Rep | Dealing in securities | 2019-05-28 | 2020-02-03 | |
| Rep | Dealing in securities | 2012-07-10 | 2015-06-11 | |
| Rep | Advising on securities | 2008-01-09 | 2015-06-11 |