| Relationships | Role | Relationship Start | Relationship End |
| A. G. Edwards, Inc. | Parent | 10/1/2007 | 5/31/2008 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wachovia Bank, National Association | Buyer | 510,083,000 | Pooling of Interests | Discontinued | 6/1/2008 |
| A.G. Edwards Trust Company | Seller | Discontinued | 7/2/2001 | ||
| A.G. Edwards Trust Company Of Texas | Seller | Discontinued | 11/1/2000 | ||
| A.G. Edwards Trust Company | Seller | Discontinued | 11/1/2000 | ||
| A.G. Edwards Trust Company | Seller | Discontinued | 11/1/2000 |