| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo & Company | Parent | 12/19/2002 | 5/11/2003 |
| Ragen Mackenzie Group, Inc. | Parent | 3/30/2001 | 12/18/2002 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Investment Group, Inc. | Buyer | Discontinued | 5/12/2003 |