| Relationships | Role | Relationship Start | Relationship End |
| First-Citizens Bank & Trust Company | Parent | 6/30/2007 | 3/31/2009 |
| First-Citizens Bank & Trust Company | Parent | 8/2/2004 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| First Citizens Investor Services, Inc. | Buyer | Discontinued | 4/1/2009 |