| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Hafoo Securities Limited | RO | Advising on securities | 2024-01-23 | 2025-01-31 |
| RO | Dealing in securities | 2024-01-23 | 2025-01-31 | |
| Rep | Dealing in securities | 2022-03-09 | 2024-01-23 | |
| Rep | Advising on securities | 2020-12-30 | 2024-01-23 | |
| RO | Asset management | 2020-05-18 | 2025-01-31 | |
| Esperanza Fintech (Securities) Limited | RO | Advising on securities | 2016-09-26 | 2020-03-31 |
| RO | Asset management | 2016-09-26 | 2020-03-31 | |
| Rep | Advising on securities | 2014-08-26 | 2016-09-26 | |
| Rep | Asset management | 2014-08-26 | 2016-09-26 | |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2009-09-11 | 2012-07-27 |