| Relationships | Role | Relationship Start | Relationship End |
| Keystone Financial Bank, National Association | Parent | 1/1/1999 | 10/6/2000 |
| American Trust Bank, National Association | Parent | 11/8/1996 | 12/31/1998 |
| Keystone Financial, Inc. | Parent | 2/1/1989 | 11/7/1996 |
| Northern Central Bank | Parent | 11/29/1985 | 1/31/1989 |
| Bankers Settlement Services-Capital Region, Llc | Subsidary | 6/12/2000 | 10/6/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| M&T Securities, Inc. | Buyer | Discontinued | 10/7/2000 | ||
| Key Investor Services, Inc. | Seller | Discontinued | 8/1/1998 | ||
| Key Investor Services,Inc. | Seller | Discontinued | 8/1/1998 | ||
| Key Investor Services, Inc. | Seller | Discontinued | 8/1/1998 |