| Relationships | Role | Relationship Start | Relationship End |
| Middleburg Investment Group, Inc. | Parent | 6/30/2007 | |
| Middleburg Investment Group, Inc. | Parent | 12/30/2005 | 6/29/2007 |
| Middleburg Financial Corporation | Parent | 8/1/1997 | 12/29/2005 |
| Middleburg Investment Advisors, Inc. | Subsidary | 12/31/2009 | 1/3/2011 |