Relationships Role Relationship Start Relationship End
Citistreet Retirement Services Llc Parent 3/1/2000 9/1/2005
Copeland Companies (Holding Company), The Parent 10/8/1998 2/29/2000
Citistreet Associates Of Texas, Inc. Subsidary 10/8/1998 9/1/2005
Citistreet Equities Llc Subsidary 2/29/2000 9/1/2005
Citistreet Associates Of Montana Llc Subsidary 6/12/2000 9/1/2005
Citistreet Associates Insurance Agency Of Massachusetts Llc Subsidary 2/25/2000 8/31/2005
Citistreet Associates Of Hawaii Llc Subsidary 2/29/2000 8/31/2005
Citistreet Advisors Llc Subsidary 2/29/2000 8/31/2005
Citistreet Associates Of Alabama Llc Subsidary 2/25/2000 6/28/2002
Citistreet Associates Agency Of Ohio Llc Subsidary 2/25/2000 5/30/2002
Copeland Associates Of Montana, Inc. Subsidary 10/8/1998 9/18/2001
Netplus, Llc Subsidary 12/1/1999 3/30/2000
Smith Annuity Services, Inc. Subsidary 10/8/1998 2/28/2000
Copeland Associates Agency Of Ohio, Inc. Subsidary 10/8/1998 2/28/2000
Copeland Equities, Inc. Subsidary 10/8/1998 2/28/2000
Copeland Associates Of Hawaii, Inc. Subsidary 11/5/1998 2/28/2000
H.C. Copeland Associates, Inc. Of Massachusetts Subsidary 10/8/1998 2/24/2000
Copeland Associates Of Alabama, Inc. Subsidary 10/8/1998 2/24/2000
Donald F. Smith & Associates Subsidary 10/8/1998 2/3/2000
Copeland Associates Of Nevada, Inc. Subsidary 10/8/1998 2/3/2000
Travelers/Net Plus Agency Of Ohio, Inc. Subsidary 6/30/1999 7/14/1999
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Citistreet Associates Of Alabama Llc Seller Discontinued 6/29/2002
Citistreet Associates Agency Of Ohio Llc Seller Discontinued 5/31/2002
Donald F. Smith & Associates Seller Discontinued 2/4/2000
Copeland Associates Of Nevada, Inc. Seller Discontinued 2/4/2000
Travelers/Net Plus Agency Of Ohio, Inc. Seller Discontinued 7/15/1999
Travelers/Net Plus Insurance Agency, Inc. Seller Discontinued 6/30/1999
Travelers/Net Plus, Inc. Seller Discontinued 6/30/1999