| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| MFG Limited (HK) | Rep | Dealing in securities | 2026-09-03 | - |
| FIRST SECURITIES (HK) LIMITED | Rep | Dealing in securities | 2026-06-17 | 2026-08-24 |
| Lego Securities Limited | RO | Dealing in securities | 2017-01-19 | 2020-08-21 |
| Brilliant Norton Securities Company Limited | RO | Advising on securities | 2016-04-13 | 2017-01-11 |
| RO | Dealing in securities | 2016-04-13 | 2017-01-11 | |
| Rep | Advising on securities | 2016-04-11 | 2016-04-13 | |
| Rep | Dealing in securities | 2016-04-11 | 2016-04-13 | |
| Quam Securities Limited | Rep | Asset management | 2015-07-22 | 2016-04-01 |
| Rep | Dealing in futures contracts | 2010-11-17 | 2016-04-01 | |
| Rep | Dealing in securities | 2010-11-17 | 2016-04-01 | |
| PHILLIP COMMODITIES (HK) LIMITED | Rep | Leveraged foreign exchange trading | 2008-05-16 | 2010-11-13 |
| Rep | Dealing in futures contracts | 2008-03-18 | 2010-11-13 | |
| PHILLIP SECURITIES (HONG KONG) LIMITED | Rep | Dealing in securities | 2008-02-01 | 2010-11-13 |
| Tung Shing Securities (Brokers) Limited | Rep | Dealing in securities | 2007-08-08 | 2008-01-30 |