| Relationships | Role | Relationship Start | Relationship End |
| Bb&T Corporation | Parent | 8/1/2015 | 2/29/2016 |
| Susquehanna Bancshares, Inc. | Parent | 3/3/2000 | 7/31/2015 |
| Brandywine Benefits Company, Llc | Subsidary | 12/6/2004 | 11/30/2010 |
| Tyler Wealth Counselors, Inc. | Subsidary | 6/10/2004 | 12/1/2008 |
| Widman, Siff & Co, Inc | Subsidary | 8/1/2007 | 12/1/2008 |
| Patriot Advisors, Inc | Subsidary | 8/31/2004 | 12/31/2004 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bb&T Securities, Llc | Buyer | Discontinued | 3/1/2016 | ||
| Brandywine Benefits Company, Llc | Seller | Discontinued | 12/1/2010 | ||
| Widman, Siff & Co, Inc | Seller | Discontinued | 12/2/2008 | ||
| Tyler Wealth Counselors, Inc. | Seller | Discontinued | 12/2/2008 | ||
| Patriot Advisors, Inc | Seller | Discontinued | 1/1/2005 | ||
| Valley Forge Investment Company, Inc | Seller | Discontinued | 3/6/2000 |