| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| DC Wealth Management (HK) Limited | Rep | Advising on securities | 2025-11-20 | 2026-04-30 |
| Rep | Asset management | 2025-11-20 | 2026-04-30 | |
| Rep | Dealing in securities | 2025-11-20 | 2026-04-30 | |
| Glory Sun Securities Limited | Rep | Dealing in securities | 2022-06-13 | 2022-10-16 |
| Morgan Stanley Asia Limited | Rep | Dealing in securities | 2011-04-15 | 2012-04-05 |
| Morgan Stanley Hong Kong Securities Limited | Rep | Dealing in futures contracts | 2011-04-15 | 2012-04-05 |
| Citigroup Global Markets Asia Limited | Rep | Dealing in securities | 2006-02-28 | 2006-09-14 |
| CITIGROUP GLOBAL MARKETS HONG KONG FUTURES AND SECURITIES LIMITED | Rep | Dealing in futures contracts | 2006-02-28 | 2006-09-14 |
| Rep | Dealing in securities | 2006-02-28 | 2006-09-14 |