| Relationships | Role | Relationship Start | Relationship End |
| Bofa Global Capital Management Group, Llc | Parent | 3/1/2002 | 6/14/2005 |
| Fleet National Bank | Parent | 3/1/2000 | 2/28/2002 |
| Fleet National Bank | Parent | 12/10/1997 | 2/29/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bofa Global Capital Management Group, Llc | Buyer | Discontinued | 6/15/2005 |