| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Investment Group, Inc. | Parent | 10/15/2003 | 11/30/2009 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Trumbull Associates, L.L.C. | Seller | Discontinued | 12/9/2003 |
| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Investment Group, Inc. | Parent | 10/15/2003 | 11/30/2009 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Trumbull Associates, L.L.C. | Seller | Discontinued | 12/9/2003 |