Transactions
| Date | Client | Amount | Description |
| 06/1995 | Columbus Trust Company | Acquired JPBT Advisers Inc. | Financial Advisor to Columbus Trust Company |
| 05/1995 | Columbus Trust Company | Advisor in the Formation and Initial Capitalization |
| 12/1994 | Trust Company of America | Acquired by Gemysis Trust Company | Financial Advisor to Turst Company of America |
| Internet Broadcasting Company (IBC) | private placement of senior convertible notes, warrants and series A preferred stock | Financial Advisor and Placement Agent |
| ongoing | Trust Company of the South | joint venture agreement to provide data processing and record keeping to independent trust companies |