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52 South Broad Street, Norwich, NY 13815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dailyaccess Corporation | Mobile | AL | 04/2001 | Present |
| Interserv, Llc | Mobile | AL | 01/2011 | Present |
NAME: DAILYACCESS CORPORATION; BUSINESS IS NOT INVESTMENT-RELATED; ADDRESS: 307 UNIVERSITY BOULEVARD, NORTH, BUILDING 3, SUITE 1500, MOBILE, AL 36688; NATURE OF BUSINESS: RECORDKEEPING AND THIRD PARTY ADMINISTRATION; POSITION: EXECUTIVE DIRECTOR, NEW BUSINESS; START DATE: 04/30/2001 # OF HRS/MONTH: APPROXIMATELY 120-140 HOURS; DESCRIPTION OF DUTIES: SELL RECORDKEEPING AND THIRD PARTY ADMINISTRATION SERVICES TO EMPLOYEE BENEFIT PLAN SPONSORS AND THEIR ADVISORS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-01 |
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