| Relationships | Role | Relationship Start | Relationship End |
| Everen Capital Corporation | Parent | 6/30/2007 | 9/1/2010 |
| Everen Capital Corporation | Parent | 5/1/2003 | 6/29/2007 |
| Everen Securities Holdings, Inc. | Parent | 10/1/1999 | 4/30/2003 |
| Bateman Eichler, Hill Richards Housing Investors, Inc. | Subsidary | 6/30/2007 | 8/31/2010 |
| Bateman Eichler, Hill Richards Housing Investors, Inc. | Subsidary | 10/1/1999 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Everen Capital Corporation | Buyer | Discontinued | 9/2/2010 | ||
| Bateman Eichler, Hill Richards Housing Investors, Inc. | Seller | Discontinued | 9/1/2010 |