| Relationships | Role | Relationship Start | Relationship End |
| Banc Of America Investment Services, Inc. | Parent | 6/30/2007 | 8/20/2009 |
| Banc Of America Investment Services, Inc. | Parent | 1/1/1998 | 6/29/2007 |
| Boatmen's Investment Services, Inc. | Parent | 1/7/1997 | 12/31/1997 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Banc Of America Investment Services, Inc. | Buyer | Discontinued | 8/21/2009 |