Relationships Role Relationship Start Relationship End
Wells Fargo & Company Parent 8/1/2011
Aco Brokerage Holdings Corporation Parent 1/1/2010
Greater Bay Bancorp Parent 1/1/2010 7/31/2011
Wells Fargo & Company Parent 11/1/2009 12/31/2009
Wachovia Corporation Parent 1/2/2009 10/31/2009
Wells Fargo & Company Parent 12/31/2008 1/1/2009
Wachovia Corporation Parent 6/30/2007 12/30/2008
Wachovia Corporation Parent 6/30/2003 6/29/2007
Wachovia Bank, National Association Parent 4/1/2002 6/29/2003
Wachovia Bank, National Association Parent 10/13/1994 3/31/2002
W.C.A. Service Corporation, Inc. Subsidary 1/1/2010
Wells Fargo Insurance Services Of West Virginia, Inc. Subsidary 1/1/2010
Safehold Special Risk, Inc. Subsidary 1/1/2010
Wells Fargo Global Broker Network, Llc Subsidary 1/1/2010 12/1/2014
Britt/Paulk Insurance Agency, Inc. Subsidary 12/31/2010 1/31/2014
Union Commerce Title Company, Llc Subsidary 8/1/2003 2/7/2013
Wells Fargo Insurance Services Investment Advisors, Inc. Subsidary 3/20/2010 12/29/2012
American E & S Insurance Brokers California, Inc. Subsidary 1/1/2010 12/29/2012
Wells Fargo Re, Inc. Subsidary 1/1/2010 6/30/2012
Wells Fargo Insurance Services Of New York, Inc. Subsidary 1/1/2010 12/30/2011
Wells Fargo Insurance Services Of Illinois, Inc. Subsidary 1/1/2010 10/31/2010
Wells Fargo Insurance Agency Of Michigan, Inc. Subsidary 1/1/2010 8/31/2010
Wachovia Premium Finance, Inc. Subsidary 6/30/2007 4/14/2009
Benefitelect Alliance, Llc Subsidary 1/1/2006 1/1/2009
Chatham Atlantic Re Ltd Subsidary 1/1/2006 9/28/2007
Wachovia Premium Finance, Inc. Subsidary 3/31/2005 6/29/2007
Prefi Solutions, Llc Subsidary 1/1/2006 8/16/2006
Palmer & Cay Of Arkansas, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Florida, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Kentucky, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Minnesota, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of New York, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of South Carolina, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Virginia, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Connecticut, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Georgia, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Louisiana, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Mississippi, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of North Carolina, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Tennessee, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Wisconsin, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Colorado, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Kansas, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Maryland, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Insurance Agency Of Massachusetts, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Ohio, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Texas, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of District Of Columbia, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Illinois, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Michigan, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Missouri, Llc Subsidary 1/1/2006 1/1/2006
Palmer & Cay Of Pennsylvania, Llc Subsidary 1/1/2006 1/1/2006
Rhodes Agency, Inc. Subsidary 8/1/2003 12/30/2003
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Wells Fargo Insurance Services Investment Advisors, Inc. Seller Discontinued 12/30/2012
American E & S Insurance Brokers California, Inc. Seller Discontinued 12/30/2012
Wells Fargo Re, Inc. Seller Discontinued 7/1/2012
Wells Fargo Insurance Services Of New York, Inc. Seller Discontinued 12/31/2011
Wells Fargo Insurance Services Of Illinois, Inc. Seller Discontinued 11/1/2010
Wells Fargo Insurance Agency Of Michigan, Inc. Seller Discontinued 9/1/2010
Wells Fargo Insurance Services Of Minnesota, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Alaska, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Nevada, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Ohio, Llc Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Arizona, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Kentucky, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of North Carolina, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Tennessee, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Virginia, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Alabama, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Southeast, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Northeast, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Pennsylvania, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Northwest, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Oregon, Inc. Seller Discontinued 1/1/2010
Wells Fargo Of California Insurance Services, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Mountain West, Inc. Seller Discontinued 1/1/2010
Acordia Of Indiana, Inc. Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Indiana, Llc Seller Discontinued 1/1/2010
Wells Fargo Insurance Services Of Texas, Inc. Seller Discontinued 1/1/2010
Palmer & Cay, Inc. Seller Discontinued 1/1/2006
Palmer & Cay Holdings, Inc. Seller Discontinued 1/1/2006
Cameron M. Harris & Company Seller Discontinued 3/31/2005
Soldoveri Agency Seller Discontinued 12/31/2003
Rhodes Agency, Inc. Seller Discontinued 12/31/2003
Hamilton Dorsey Alston Company, Inc. Seller Discontinued 8/1/2003
Taylor & Clark Insurance Services, Incorporated Seller Discontinued 8/1/2003
First Union Insurance Agency Of Nc, Inc. Seller Discontinued 8/1/2003
First Union Insurance Services, Inc. Seller Discontinued 8/1/2003
First Union Insurance Services Agency, Inc. Seller Discontinued 8/1/2003
Horizon Insurance Services, Inc. Seller Discontinued 8/1/2001
E-Risk Programs, Llc Seller Discontinued 1/1/2001
Davis Baldwin, Inc. Seller Discontinued 1/1/2001
Boushall & Associates, Inc. Seller Discontinued 1/1/2001