| Relationships | Role | Relationship Start | Relationship End |
| Zb, National Association | Parent | 6/30/2007 | |
| Zb, National Association | Parent | 8/18/1993 | 6/29/2007 |
| Accessor Capital Management, Lp | Subsidary | 8/18/1993 | 9/3/2008 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Kelling, Northcross & Nobriga, Incorporated | Seller | Discontinued | 3/2/2010 |