| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Parent | 11/1/2004 | 12/30/2004 |
| Southtrust Securities, Llc | Parent | 11/20/2001 | 10/31/2004 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Buyer | Discontinued | 12/31/2004 |