| Relationships | Role | Relationship Start | Relationship End |
| Td Insurance, Inc. | Parent | 10/1/2010 | 6/15/2011 |
| Carolina First Bank | Parent | 6/30/2007 | 9/30/2010 |
| Carolina First Bank | Parent | 9/20/2002 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Td Insurance, Inc. | Buyer | Discontinued | 6/16/2011 | ||
| South Financial Wealth Management Group, Inc., The | Seller | Discontinued | 12/30/2005 | ||
| Allied Assurance | Seller | Discontinued | 12/30/2005 | ||
| Carolina First Insurance Services, Llc | Seller | Discontinued | 12/30/2005 |