| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Kai Yin Securities Limited | RO | Asset management | 2024-08-28 | - |
| RO | Advising on securities | 2023-10-13 | - | |
| RO | Dealing in securities | 2023-10-13 | - | |
| Rep | Advising on securities | 2023-09-06 | 2023-10-13 | |
| Vico Capital Limited | RO | Dealing in securities | 2019-05-16 | 2023-01-11 |
| RO | Advising on securities | 2019-05-16 | 2023-06-27 | |
| RO | Asset management | 2019-05-16 | 2023-06-27 | |
| Old Peak Capital Limited | RO | Advising on securities | 2017-04-12 | 2019-01-07 |
| RO | Asset management | 2017-04-12 | 2019-01-07 | |
| Oreana Financial Services Limited | RO | Advising on securities | 2016-12-13 | 2017-03-13 |
| RO | Asset management | 2016-12-13 | 2017-03-13 | |
| RO | Dealing in securities | 2016-12-13 | 2017-03-13 | |
| Rep | Advising on securities | 2015-08-28 | 2016-12-13 | |
| Rep | Asset management | 2015-08-28 | 2016-12-13 | |
| Rep | Dealing in securities | 2015-08-28 | 2016-12-13 | |
| Rep | Advising on securities | 2012-05-07 | 2014-11-19 | |
| Rep | Asset management | 2012-05-07 | 2014-11-19 | |
| Rep | Dealing in securities | 2012-05-07 | 2014-11-19 | |
| AXA Financial Planning (Hong Kong) Limited | Rep | Dealing in securities | 2010-02-09 | 2012-04-14 |
| Rep | Advising on securities | 2010-01-15 | 2012-04-14 | |
| FWD Financial Planning Limited (HK) | Rep | Advising on securities | 2008-10-30 | 2009-11-12 |