| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| iFAST Global Markets (HK) Limited | Rep | Advising on securities | 2026-04-13 | - |
| Rep | Dealing in securities | 2026-04-13 | - | |
| MIDLAND WEALTH MANAGEMENT LIMITED | Rep | Dealing in securities | 2010-02-26 | 2023-11-10 |
| Rep | Advising on securities | 2009-05-11 | 2023-11-10 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Asset management | 2008-04-25 | 2009-04-22 |
| Rep | Advising on securities | 2004-11-02 | 2009-04-22 |