| Relationships | Role | Relationship Start | Relationship End |
| Bank Of America Corporation | Parent | 6/30/2007 | |
| Bank Of America Corporation | Parent | 4/1/2004 | 6/29/2007 |
| Fleetboston Financial Corporation | Parent | 9/5/2000 | 3/31/2004 |
| Robertson Stephens International Holdings, Inc. | Subsidary | 6/30/2007 | |
| Robertson Stephens U.S. Holdings, Inc. | Subsidary | 6/30/2007 | 5/31/2009 |
| Robertson Stephens International Holdings, Inc. | Subsidary | 9/8/2000 | 6/29/2007 |
| Robertson Stephens U.S. Holdings, Inc. | Subsidary | 9/5/2000 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Robertson Stephens, Inc. | Seller | Discontinued | 6/1/2009 | ||
| Robertson Stephens Services, Llc | Seller | Discontinued | 6/1/2009 | ||
| Robertson Stephens U.S. Holdings, Inc. | Seller | Discontinued | 6/1/2009 | ||
| Robertson Stephens Asset Management, Inc. | Seller | Discontinued | 6/1/2009 | ||
| Robertson Stephens Ventures, Inc. | Seller | Discontinued | 6/1/2009 |