| Relationships | Role | Relationship Start | Relationship End |
| Td Bank Us Holding Company | Parent | 11/1/2013 | |
| Epoch Holding Corporation | Parent | 3/27/2013 | 10/31/2013 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Epoch Holding Corporation | Seller | Discontinued | 11/1/2013 |