| Relationships | Role | Relationship Start | Relationship End |
| Credit Suisse (Usa), Inc. | Parent | 1/6/2005 | |
| Csfb Private Insurance Brokerage Llc | Subsidary | 6/30/2007 | |
| Csfb Private Insurance Brokerage-New Jersey, Llc | Subsidary | 3/10/2004 | 1/12/2010 |
| Csfb Private Insurance Brokerage Llc | Subsidary | 1/6/2005 | 6/29/2007 |