| Relationships | Role | Relationship Start | Relationship End |
| Bofa Global Capital Management Group, Llc | Parent | 4/5/2002 | 3/31/2003 |
| Fleet National Bank | Parent | 4/3/2002 | 4/4/2002 |
| Fleet Ri Holding Corp. | Parent | 1/1/1994 | 4/2/2002 |
| Fleet National Bank | Parent | 4/1/1993 | 12/31/1993 |
| Fleet Bank | Parent | 10/1/1992 | 3/31/1993 |
| Fleet Bank Of New York, National Association | Parent | 5/1/1988 | 9/30/1992 |
| Fleet New York, Inc. | Parent | 1/1/1988 | 4/30/1988 |
| Norstar Bancorp Inc. | Parent | 1/3/1984 | 12/31/1987 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Columbia Management Advisors, Inc. | Buyer | Discontinued | 4/1/2003 | ||
| Bne Clearing Corporation | Seller | Discontinued | 1/29/1992 |