| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Investors, Inc. | Parent | 1/1/2001 | 12/27/2001 |
| First Union Investment Banking Partners 2001, Llc | Parent | 1/1/2001 | 12/27/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wachovia Investors, Inc. | Buyer | Discontinued | 12/28/2001 |