| Relationships | Role | Relationship Start | Relationship End |
| Bb&T Insurance Services Of California, Inc. | Parent | 10/3/2011 | 1/2/2012 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bb&T Insurance Services Of California, Inc. | Buyer | Discontinued | 1/3/2012 |