| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CES Forex (HK) Limited | Rep | Leveraged foreign exchange trading | 2013-07-04 | - |
| Bright Fund Management Limited | Rep | Asset management | 2011-07-18 | 2023-08-31 |
| CES Commodities (HK) Limited | Rep | Dealing in futures contracts | 2008-12-12 | - |
| Everbright Securities Investment Services (HK) Limited | Rep | Dealing in securities | 2007-07-09 | - |
| Sun Life Financial Asia Services Limited | Rep | Advising on securities | 2006-10-26 | 2007-03-30 |