| Relationships | Role | Relationship Start | Relationship End |
| First Security Van Kasper, Inc. | Parent | 7/1/1999 | 12/31/2000 |
| First Security Insurance, Inc. | Parent | 2/17/1999 | 6/30/1999 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Securities, Llc | Buyer | Discontinued | 1/1/2001 |