| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services, Inc. | Parent | 6/30/2007 | 12/31/2009 |
| Wells Fargo Insurance Services, Inc. | Parent | 5/1/2001 | 6/29/2007 |
| W.C.A. Service Corporation, Inc. | Subsidary | 5/1/2001 | 12/31/2009 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 1/1/2010 | ||
| Blade Insurance Services, Inc. | Seller | Discontinued | 7/30/2004 | ||
| Alcalay, Cohen, Inc. | Seller | Discontinued | 4/30/2002 |