| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| SHIXIANG CAPITAL MANAGEMENT LIMITED | RO | Advising on securities | 2022-11-17 | - |
| RO | Asset management | 2022-11-17 | - | |
| Wealthy Securities Limited | Rep | Dealing in securities | 2021-02-09 | 2022-04-01 |
| RO | Advising on securities | 2020-12-14 | 2022-04-01 | |
| RO | Asset management | 2020-12-14 | 2022-04-01 | |
| Rep | Advising on securities | 2020-10-06 | 2020-12-14 | |
| Rep | Asset management | 2020-10-06 | 2020-12-14 | |
| Meta Elephant Capital Limited | RO | Advising on securities | 2018-08-03 | 2020-09-30 |
| RO | Asset management | 2018-08-03 | 2020-09-30 | |
| Annum Asset Management (Hong Kong) Limited | Rep | Advising on futures contracts | 2017-05-23 | 2018-07-31 |
| RO | Advising on securities | 2017-02-20 | 2018-07-31 | |
| RO | Asset management | 2017-02-20 | 2018-07-31 | |
| GLENWORTH CAPITAL LIMITED | RO | Advising on securities | 2015-07-31 | 2017-01-02 |
| RO | Asset management | 2015-07-31 | 2017-01-02 | |
| Rep | Advising on securities | 2015-02-27 | 2015-07-31 | |
| Rep | Asset management | 2015-02-27 | 2015-07-31 | |
| VC BROKERAGE LIMITED | Rep | Advising on securities | 2003-04-24 | 2011-12-29 |