| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Ord Minnett Hong Kong Limited | RO | Asset management | 2017-10-09 | - |
| RO | Advising on securities | 2015-01-09 | - | |
| RO | Dealing in securities | 2015-01-09 | - | |
| Rep | Advising on securities | 2014-03-10 | 2015-01-09 | |
| Rep | Dealing in securities | 2013-02-06 | 2015-01-09 | |
| Oreana Financial Services Limited | Rep | Advising on securities | 2012-05-04 | 2012-05-07 |
| Rep | Asset management | 2012-05-04 | 2012-05-07 | |
| Rep | Dealing in securities | 2012-05-04 | 2012-05-07 | |
| AXA Financial Planning (Hong Kong) Limited | Rep | Dealing in securities | 2010-01-21 | 2012-04-14 |
| Rep | Advising on securities | 2008-05-13 | 2012-04-14 |