| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services Investment Advisors, Inc. | Parent | 6/30/2007 | 2/10/2012 |
| Wells Fargo Insurance Services Investment Advisors, Inc. | Parent | 5/1/2002 | 6/29/2007 |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Parent | 6/15/2000 | 4/30/2002 |