| Relationships | Role | Relationship Start | Relationship End |
| Marigold International Limited | Parent | 6/30/2007 | 9/30/2010 |
| Marigold International Limited | Parent | 11/25/2005 | 6/29/2007 |
| Wells Fargo International Inc. | Parent | 4/23/2004 | 11/24/2005 |
| Lilac Asset Management, Inc. | Parent | 12/22/1998 | 4/22/2004 |
| Wells Fargo Bank West, National Association | Parent | 10/14/1998 | 12/21/1998 |
| Wells Fargo & Company | Parent | 2/9/1998 | 10/13/1998 |
| Independent Bancorp Of Arizona, Inc. | Parent | 3/20/1998 | 10/13/1998 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Saguaro Asset Management, Inc. | Buyer | Discontinued | 10/1/2010 |