| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Brickfield Partners Limited | RO | Advising on futures contracts | 2025-03-10 | - |
| RO | Advising on securities | 2025-03-10 | - | |
| RO | Asset management | 2019-01-30 | - | |
| City Financial Investment Company (Hong Kong) Limited | RO | Asset management | 2014-09-26 | 2018-07-31 |
| BALLINGAL INVESTMENT ADVISORS LIMITED | RO | Advising on futures contracts | 2011-06-20 | 2014-02-28 |
| RO | Advising on securities | 2011-06-20 | 2014-02-28 | |
| RO | Asset management | 2011-06-20 | 2014-02-28 | |
| Rep | Advising on futures contracts | 2009-05-21 | 2011-06-20 | |
| Rep | Advising on securities | 2009-05-21 | 2011-06-20 | |
| Rep | Asset management | 2009-05-21 | 2011-06-20 |