| Relationships | Role | Relationship Start | Relationship End |
| Bbva Compass Insurance Agency, Inc. | Parent | 6/30/2007 | 6/11/2009 |
| Bbva Compass Insurance Agency, Inc. | Parent | 10/1/2004 | 6/29/2007 |
| Schaefer-Smith-Ankeney Insurance Agency, Inc. | Parent | 7/1/2002 | 9/30/2004 |