| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services Usa, Inc. | Parent | 8/1/2003 | 12/30/2003 |
| First Union Insurance Services, Inc. | Parent | 11/1/2001 | 7/31/2003 |
| Soldoveri Agency | Subsidary | 11/1/2001 | 12/30/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 12/31/2003 |