| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Corporation | Parent | 1/1/2002 | 6/14/2002 |
| Wachovia Bank, National Association | Parent | 2/26/1998 | 12/31/2001 |
| First Fidelity Bank, National Association, New Jersey | Parent | 10/21/1994 | 2/25/1998 |
| First Fidelity Bank, National Association | Parent | 12/30/1993 | 10/20/1994 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Buyer | Discontinued | 6/15/2002 | ||
| Mid-Hudson Diversified Services, Inc | Seller | Discontinued | 11/7/1995 |