| Relationships | Role | Relationship Start | Relationship End |
| Nb Holdings Corporation | Parent | 6/30/2007 | 11/26/2013 |
| Nb Holdings Corporation | Parent | 10/20/2004 | 6/29/2007 |
| Quick & Reilly/Fleet Securities, Inc. | Parent | 8/1/2000 | 10/19/2004 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| M.J. Meehan & Comapny Llc | Seller | Discontinued | 10/27/2000 |