| Relationships | Role | Relationship Start | Relationship End |
| City National Bank | Parent | 7/2/2012 | |
| City National Rochdale, Llc | Subsidary | 7/2/2012 | |
| Symphonic Financial Advisors Llc | Subsidary | 7/2/2012 | |
| Rim Securities Llc | Subsidary | 7/2/2012 | |
| Symphonic Securities Llc | Subsidary | 7/2/2012 | |
| Symphonic Insurance Llc | Subsidary | 7/2/2012 |