| Relationships | Role | Relationship Start | Relationship End |
| Bb&T Corporation | Parent | 6/30/2007 | 12/29/2010 |
| Bb&T Corporation | Parent | 5/1/2007 | 6/29/2007 |
| Coastal Retirement, Estate & Tax Planners, Inc. | Subsidary | 6/30/2007 | 12/29/2010 |
| Coastal Retirement, Estate & Tax Planners, Inc. | Subsidary | 5/1/2007 | 6/29/2007 |