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About

Wealth Management Solutions

Wealth Transfer Strategies

Employees | 5 Contacts

Headquarters

315 East Robinson Street, Suite 300, Orlando, FL 32801, USA

Overview

Comprehensive Tools and Services for Issuers and Obligors in Continuing Disclosure Filings

Only DAC provides multiple tools and services to assist issuers and obligors in continuing disclosure filings.

The company offers dissemination agent services, consolidating templates for timely and efficient reporting of ongoing content requirements, and converts documents to the MSRB required format.

DAC's rating monitoring and compliance findings are available for all municipal security issues, both DAC and non-DAC clients. The company's portfolio notification system is widely used by wealth managers, brokers to the retail market, institutional investors, and retail users, providing critical information and updates to support informed decision-making and regulatory compliance.

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Paula Stuart

Digital Assurance Certification, LLC

Chief Executive Officer

Beverly McClung

Digital Assurance Certification, LLC

Diana O'Brien

Digital Assurance Certification, LLC

Vice President

Lisa Olsen

Digital Assurance Certification, LLC

Locations (2)

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315 East Robinson Street, Suite 300, Orlando, FL 32801, USA

Orlando

315 E Robinson St, Orlando, FL 32801-1992, USA

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Digital Assurance Certification, LLC

Digital Assurance Certification, LLC

About

Overview

Comprehensive Tools and Services for Issuers and Obligors in Continuing Disclosure Filings

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Paula Stuart

Beverly McClung

Diana O'Brien

Lisa Olsen

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