| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Corporation | Parent | 12/20/1985 | 2/11/2000 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wachovia Securities, Inc. | Buyer | Discontinued | 2/12/2000 | ||
| Island Investment Services, Inc. | Seller | Discontinued | 7/16/1998 | ||
| Scn Discount Brokerage Services, Incorporated | Seller | Discontinued | 5/4/1992 |