| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Success Futures and Foreign Exchange Limited | Rep | Dealing in futures contracts | 2011-05-05 | 2018-03-31 |
| Success Securities Limited | Rep | Dealing in securities | 2011-05-05 | 2025-09-15 |
| SOUTHWEST SECURITIES (HK) BROKERAGE LIMITED | Rep | Dealing in securities | 2007-09-19 | 2008-04-03 |
| SOUTHWEST SECURITIES (HK) FUTURES LIMITED | Rep | Advising on futures contracts | - | 2004-02-25 |
| Rep | Asset management | - | 2004-02-25 | |
| Rep | Dealing in futures contracts | - | 2008-04-03 |