Relationships Role Relationship Start Relationship End
Bank Of America, National Association Parent 6/13/2005 10/31/2007
Fleet National Bank Parent 3/1/2001 6/12/2005
Summit Bank Parent 7/1/2000 2/28/2001
Fitzmaurice Investment Management Services, Llc Subsidary 12/31/2006 3/30/2007
Fitzmaurice Companies, Inc. Subsidary 5/28/2004 12/30/2006
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Fitzmaurice Investment Management Services, Llc Seller Discontinued 3/31/2007
Fitzmaurice Companies, Inc. Seller Discontinued 12/31/2006
Fitzmaurice & Company, Llc Seller Discontinued 12/31/2006
Fitzmaurice Risk Partners, Llc Seller Discontinued 12/31/2006
Corporate Dynamics Seller Discontinued 8/1/2000
W.M. Ross And Co., Inc. Seller Discontinued 8/1/2000
Shikiar Associates, Inc. Seller Discontinued 8/1/2000
Ross Alternative Risk Managers, Inc. Seller Discontinued 8/1/2000
Msfg, Inc. Seller Discontinued 7/1/2000
Meeker Sharkey Financial Group, Inc. Seller Discontinued 7/1/2000
Meeker Sharkey Benefit Consultants, Inc. Seller Discontinued 7/1/2000
Meeker Sharkey Devine Company, Inc. Seller Discontinued 7/1/2000
Straband, L.L.C. Seller Discontinued 7/1/2000