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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-19 |
| NY | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-28 |
| NJ | RA | APPROVED | 2024-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leonia | NJ | 04/2024 | Present |
| Emr Consultants Llc | Fair Lawn | NJ | 04/2015 | 04/2024 |
| 'DOceree Inc | Parsippany | NJ | 10/2021 | 09/2022 |
| Bank Of America, N.A | Leonia | NJ | 06/2024 | Present |
I*: 1831267 Entity Type: For Profit Name of OBA: EMR CONSULTANTS LLC Address: Fair Lawn, NJ 07410 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 04/15/2015 Number of Hours: 0 Number of Hours during trading: 0 Duties: Founded in 2015, this single member LLC is no longer active since May 1st, 2024 due to my full-time employment at BoA / Merrill Lynch.EMR CONSULTANTS LLC was a consultancy for Healthcare Software Companies that made medical patient monitoring software and Electronic Medical / Health Records systems for physicians to use to organize patient medical data. Our consultancy had two facets: We served the medical community by representing doctors who were searching for the most ideal systems that might fit their practice or health system's needs; also, we were retained by smaller health tech software companies to help advise on their marketing and sales plans / execution. I*4519328 Entity Type: For Profit Name of OBA: A Crash Course in Healthcare IT Address: Fair Lawn, New Jersey, 7410 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/04/2013 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: This is a book I wrote many years ago that is still being sold on Amazon rarely. The premise of the book is to offer the reader quick consolidated key terminology and industry need-to-know terms in the Healthcare Technology industry. It helps new employees hired at Medical Software companies get up and running quickly. At this point, I have no expected responsibilities. I don't plan on revising or updating the book.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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