| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo & Company | Parent | 6/18/2010 | 7/31/2014 |
| A. G. Edwards, Inc. | Parent | 10/1/2007 | 6/17/2010 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Everen Capital Corporation | Buyer | Discontinued | 8/1/2014 |