| Relationships | Role | Relationship Start | Relationship End |
| Suntrust Bank Holding Company | Parent | 6/30/2007 | |
| Suntrust Bank Holding Company | Parent | 5/27/2000 | 6/29/2007 |
| Suntrust Banks, Inc. | Parent | 8/4/1986 | 5/26/2000 |
| Lifeyield, Llc | Subsidary | 12/12/2008 | |
| Suntrust Advisory Services Llc | Subsidary | 6/30/2016 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Third National Brokerage Services, Incorporated | Seller | Discontinued | 1/1/1988 |