| Relationships | Role | Relationship Start | Relationship End |
| Bb&T Insurance Services, Inc. | Parent | 6/2/2008 | |
| Uboc Insurance, Inc. | Parent | 6/30/2007 | 6/1/2008 |
| Uboc Insurance, Inc. | Parent | 11/30/2001 | 6/29/2007 |
| Precept Advisory Group Llc | Subsidary | 11/1/2011 | |
| F.B.P. Insurance Services, Llc | Subsidary | 11/1/2011 | |
| Liberty Benefit Insurance Services, Inc. | Subsidary | 10/3/2011 | 1/2/2012 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Liberty Benefit Insurance Services, Inc. | Seller | Discontinued | 1/3/2012 | ||
| John Burnham & Company | Seller | Discontinued | 1/1/2006 | ||
| Tanner Insurance Brokers, Inc. | Seller | Discontinued | 1/1/2006 |