| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Parent | 1/15/2001 | 6/14/2002 |
| Wachovia Mortgage Corporation | Parent | 8/16/1995 | 1/14/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Wealth Brokerage Insurance Agency, Llc | Buyer | Discontinued | 6/15/2002 |