| Relationships | Role | Relationship Start | Relationship End |
| Gateway Investment Services, Inc. | Parent | 6/30/2007 | 10/30/2009 |
| Gateway Investment Services, Inc. | Parent | 2/1/2003 | 6/29/2007 |
| California National Bank | Parent | 10/26/2002 | 1/31/2003 |
| Fidelity Federal Bank, A Federal Savings Bank | Parent | 12/31/2001 | 10/25/2002 |