| Relationships | Role | Relationship Start | Relationship End |
| Keybank National Association | Parent | 1/18/2008 | 12/30/2014 |
| Union State Bank | Parent | 6/30/2007 | 1/17/2008 |
| Union State Bank | Parent | 1/31/1998 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Key Investment Services Llc. | Buyer | Discontinued | 12/31/2014 |