| Relationships | Role | Relationship Start | Relationship End |
| Quick & Reilly/Fleet Securities, Inc. | Parent | 2/1/1998 | 10/19/2004 |
| Quick & Reilly Insurance Agency Of Alabama, Inc. | Subsidary | 11/18/2002 | 9/29/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Banc Of America Investment Services, Inc. | Buyer | Discontinued | 10/20/2004 | ||
| Suretrade, Inc. | Seller | Discontinued | 4/4/2001 | ||
| Fleet Brokerage Securities, Inc. | Seller | Discontinued | 3/31/1998 |