| Relationships | Role | Relationship Start | Relationship End |
| First-Citizens Bank & Trust Company | Parent | 6/30/2007 | |
| First-Citizens Bank & Trust Company | Parent | 8/21/2001 | 6/29/2007 |
| First-Citizens Bank & Trust Company | Parent | 1/28/1994 | 8/20/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| First Citizens Securities Corporation | Seller | Discontinued | 1/1/2016 | ||
| Ironstone Securities, Inc. | Seller | Discontinued | 4/1/2009 |