| Relationships | Role | Relationship Start | Relationship End |
| First Union Securities Corporation | Parent | 12/31/1984 | 7/31/1987 |
| Wachovia Corporation | Parent | 12/31/1983 | 12/30/1984 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| First Union Brokerage Services, Inc. | Buyer | Discontinued | 8/1/1987 |