| 1995 |
White Pacific Securities is founded. |
| 1996 |
White Pacific expands services and staff to meet a growing demand. |
| 1997 |
Offices are opened in Houston, Seattle, San Jose and the Los Angeles area. |
| 1998 |
Our online trading portal is opened, allowing clients access to real-time tools and products.
The multilingual trading platform is fully implemented.
Our first office focusing on serving the Vietnamese-American community is opened in Westminster, Calif. |
| 1999 |
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.
White Pacific acquires Los Angeles-based brokerage firms Capital Investment Exchange and Star Traders.
|
| 2000 |
Mandarin Holdings Group, Inc. is formally established. White Pacific becomes a fully licensed broker dealer, transferred under Mandarin Holdings Group Inc.
Mandarin's most sophisticated trading platform, MarkeTrade.com, is launched. MarkeTrade allows individuals to place orders without an intermediary - a method formerly reserved for institutional clientele.
Mandarin formalizes alliances that allow expansion to parts of Asia, including Hong Kong.
White Pacific launches a 24-hour telephone service desk, with investment specialists on call 365 days a year.
White Pacific Securities becomes a member of the National Association of Securities Dealer and Securities Investor Protection Corporation.
|
| 2003 |
White Pacific Financial, a fully licensed US mortgage loan company, is set up to offer commercial and residential loans services.
White Pacific Securities becomes a member of the National Futures Association.
|
| 2004 |
White Pacific Corporate Finance Consulting is founded to offer one-stop financial solutions for institutional clients, including investment banking, corporate financing and capital raising services.
EQUITAX Financial Advisors, Inc. and White Pacific Insurance, Inc. are formed to enhance customers' overall financial well being.
White Pacific Securities becomes a member of the Pacific Stock Exchange.
|
| 2005 |
White Pacific Securities becomes a member of the Municipal Securities Rulemaking Board.
|