| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Parent | 6/30/2007 | 1/16/2011 |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Parent | 7/14/2000 | 6/29/2007 |
| Finetre Corporation | Subsidary | 7/1/2003 | 10/1/2006 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Buyer | Discontinued | 1/17/2011 |