| Relationships | Role | Relationship Start | Relationship End |
| Credit Suisse (Usa), Inc. | Parent | 12/19/2005 | 4/25/2013 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Flcm Holding Co., Inc. | Seller | Discontinued | 1/1/2006 | ||
| Frye-Louis Capital Management, Inc. | Seller | Discontinued | 1/1/2006 |