| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| DL SECURITIES (HK) LIMITED | RO | Advising on securities | 2025-06-02 | 2026-08-26 |
| Rep | Advising on securities | 2024-09-05 | 2025-06-02 | |
| DL Digital Family Office (HK) Limited | Rep | Asset management | 2024-04-25 | 2026-08-26 |
| DL SECURITIES (HK) LIMITED | RO | Dealing in securities | 2021-01-28 | 2026-08-26 |
| Rep | Dealing in securities | 2020-12-28 | 2021-01-28 | |
| CHINA TIMES SECURITIES LIMITED | RO | Dealing in securities | 2016-03-03 | 2020-10-07 |
| Rep | Dealing in securities | 2013-06-03 | 2016-03-03 | |
| HANG TAI SECURITIES LIMITED | Rep | Dealing in securities | 2007-02-07 | 2013-05-31 |