| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Corporation | Parent | 1/1/2002 | 6/14/2002 |
| Wachovia Bank, National Association | Parent | 6/5/1997 | 12/31/2001 |
| First Union National Bank Of Florida | Parent | 3/15/1997 | 6/4/1997 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Buyer | Discontinued | 6/15/2002 |