| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Investment Group, Inc. | Parent | 9/2/2003 | 12/8/2003 |
| Wells Fargo & Company | Parent | 9/1/2003 | 9/1/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Trumbull Group, Llc, The | Buyer | Discontinued | 12/9/2003 |