| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Securities Financial Holdings, Llc | Parent | 7/1/2003 | |
| Everen Capital Corporation | Parent | 5/30/2003 | 6/30/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wachovia Securities Financial Network, Inc | Seller | Discontinued | 5/30/2003 |