| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo & Company | Parent | 1/24/2001 | 12/18/2002 |
| Wells Fargo Investment Group, Inc. | Subsidary | 1/24/2001 | 12/18/2002 |
| Tower Pension Specialists, Inc. | Subsidary | 3/30/2001 | 12/18/2002 |
| Sci-Pooley Associates | Subsidary | 3/30/2001 | 12/18/2002 |
| Marquette Financial Group, Inc. | Subsidary | 7/31/2002 | 8/13/2002 |
| Securities Corporation Of Iowa | Subsidary | 3/30/2001 | 4/30/2002 |
| Sci Capital Management, Inc. | Subsidary | 3/30/2001 | 4/30/2002 |
| Wells Fargo Securities Inc. | Subsidary | 5/1/2001 | 12/21/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Securities Inc. | Seller | Discontinued | 12/22/2001 | ||
| Ragen Mackenzie Group Incorporated | Seller | Discontinued | 1/24/2001 |