| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Bonus Eventus Securities Limited | RO | Dealing in securities | 2023-09-14 | 2025-03-31 |
| Theia Securities Limited | Rep | Advising on securities | 2023-03-08 | 2023-07-31 |
| RO | Dealing in securities | 2022-07-08 | 2023-07-31 | |
| Bonus Eventus Securities Limited | RO | Dealing in securities | 2015-11-03 | 2022-07-05 |
| QUEST STOCKBROKERS (HK) LIMITED | RO | Dealing in securities | 2014-10-24 | 2015-01-12 |
| Rep | Dealing in securities | 2014-10-06 | 2014-10-24 | |
| UPBEST SECURITIES COMPANY LIMITED | RO | Dealing in securities | 2012-11-27 | 2014-09-30 |
| UPBEST COMMODITIES COMPANY LIMITED | Rep | Dealing in futures contracts | 2012-02-16 | 2014-09-30 |
| UPBEST SECURITIES COMPANY LIMITED | Rep | Dealing in securities | 2009-06-29 | 2012-11-27 |
| BRIGHT SMART SECURITIES INTERNATIONAL (H.K.) LIMITED | Rep | Dealing in securities | 2006-02-23 | 2009-03-13 |
| CTW SECURITIES LIMITED | Rep | Dealing in securities | 2005-03-09 | 2006-02-10 |