| Relationships | Role | Relationship Start | Relationship End |
| Regions Bank | Parent | 6/30/2007 | 11/1/2013 |
| Regions Bank | Parent | 3/16/1998 | 6/29/2007 |
| Upbna Holdings, Inc. | Subsidary | 5/29/2009 | 11/1/2013 |
| Regions Investment Management Company | Subsidary | 6/30/2007 | 5/29/2009 |
| Regions Investment Management Company | Subsidary | 3/26/1998 | 6/29/2007 |