| 1995 |
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Stephen Lee and his partners found White Pacific Securities as a division of Thomas F. White & Co., Inc. |
| 1997 |
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White Pacific opens offices in Houston, Seattle, San Jose and the greater Los Angeles area. |
| 1998 |
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An online trading portal is opened, allowing clients access to real-time investment tools and products.A multilingual trading platform is fully implemented.White Pacific's first office focused on serving the Vietnamese-American community is opened in Westminster, Calif. |
| 1999 |
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White Pacific launches the White Diamond Account to offer clients managed brokerage services. The first month's profits are donated to the Friends of Children with Special Needs fund.Stephen Lee is named Chairman and CEO of White Pacific. |
| 2000 |
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White Pacific spins off from Thomas F. White & Co., Inc. to become a fully-licensed broker-dealer and a member of the FINRA, NFA, and SIPC.White Pacific launches MarkeTrade.com, a sophisticated online trading platform. MarkeTrade allows individuals to place orders online without an intermediary - a method formerly reserved for institutional clientele.White Pacific launches its 24-hour telephone service desk, with investment specialists on call 365 days a year.Alliances are formalized that allow White Pacific to expand into parts of Asia, including Hong Kong. |
| 2001 |
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White Pacific launches TurboTick, the first online Chinese-language real-time streaming quote service. |
| 2008 |
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White Pacific offers security license preparation training program.
To better meet customers' needs, White Pacific launches Forex trading and Wealth Management services. |
