| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Bank, National Association | Parent | 8/19/1989 | 9/30/2000 |
| First Union Securities Corporation | Parent | 12/31/1984 | 8/18/1989 |
| Wachovia Bank, National Association | Parent | 12/15/1982 | 12/30/1984 |
| Internet Financial Services, Inc. | Subsidary | 11/16/1990 | 6/26/1992 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Clearing Services, Llc | Buyer | Discontinued | 10/1/2000 | ||
| Union Trust Brokerage Services, Inc. | Seller | Discontinued | 5/1/1998 | ||
| First Fidelity Brokers, Inc. | Seller | Discontinued | 3/1/1996 | ||
| Florida National Investment Securities, Inc. | Seller | Discontinued | 4/1/1990 | ||
| First Union Securities Corporation | Seller | Discontinued | 8/19/1989 | ||
| Dis-Com Securities Inc. | Seller | Discontinued | 8/1/1987 |