| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Changjiang Futures (HK) Limited | Rep | Dealing in futures contracts | 2020-12-28 | 2024-04-29 |
| Changjiang Securities Brokerage (HK) Limited | Rep | Dealing in securities | 2020-12-28 | 2024-11-19 |
| Waterland Securities (HK) Company Limited | RO | Advising on securities | 2012-07-25 | 2012-12-31 |
| RO | Dealing in securities | 2012-07-25 | 2012-12-31 | |
| Rep | Advising on securities | 2009-09-08 | 2012-07-25 | |
| Rep | Dealing in securities | 2009-09-08 | 2012-07-25 | |
| Open Securities Limited | Rep | Advising on securities | 2007-06-08 | 2009-08-20 |
| Rep | Dealing in securities | 2007-06-08 | 2009-08-20 |