| Relationships | Role | Relationship Start | Relationship End |
| Everen Capital Corporation | Parent | 5/1/2003 | 5/29/2003 |
| First Union Genesis Holdings, Inc. | Parent | 2/20/2001 | 4/30/2003 |
| Jwgenesis, Inc | Parent | 1/1/2001 | 2/19/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Advisors Financial Network, Llc | Buyer | Discontinued | 5/30/2003 | ||
| Ijl Holings, Inc. | Seller | Discontinued | 6/15/2002 | ||
| Captrust Financial Advisors, Llc | Seller | Discontinued | 6/15/2002 | ||
| Ijl Financial, Inc. | Seller | Discontinued | 6/15/2002 |