| Relationships | Role | Relationship Start | Relationship End |
| Everen Capital Corporation | Parent | 10/1/1999 | 12/30/2000 |
| Mentor Investment Group, Llc | Parent | 1/31/1998 | 12/30/2000 |
| Wheat First Butcher Singer, Inc. | Parent | 1/31/1998 | 9/30/1999 |
| Mentor Perpetual Advisors, Llc | Subsidary | 1/31/1998 | 12/30/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Everen Securities Holdings, Inc. | Buyer | Discontinued | 12/31/2000 |