| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Pillar Financial
Pillar Financial provides financing solutions for affordable and market-rate mul…
|
2016-10-20 | Acquisition | Complete | — | Deal → |
| 2 |
F
FirstAgain
FirstAgain is offers online consumer lending services.
|
2012-01-23 | Acquisition | Complete | — | Deal → |
| 3 |
CSI Capital Management
CSI Capital Management provides personal finance, estate planning, and tax plann…
|
2011-05-11 | Acquisition | Complete | — | Deal → |
| 4 |
Lighthouse Investment Advisors
Lighthouse Investment Advisors provides investment advice, portfolio management,…
|
2003-06-02 | Acquisition | Complete | — | Deal → |
| 5 |
A
Asset Management Advisors
Asset Management Advisors is a specialized wealth management firm.
|
2001-04-16 | Acquisition | Complete | — | Deal → |
| 6 |
C
Crestar Financial Corporation
Crestar Financial Corporation is the holding company for Crestar Bank.
|
1998-07-21 | Acquisition | Complete | — | Deal → |
| 7 |
E
Equitable Securities Corp.
Equitable Securities Corp. is an investment banking, securities brokerage and in…
|
1997-09-26 | Acquisition | Complete | — | Deal → |