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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-19
NY RA APPROVED 2025-01-28
TX RA APPROVED 2025-01-28
NJ RA APPROVED 2024-12-23
  • FL RA
    APPROVED
    Since 2025-03-19
  • NY RA
    APPROVED
    Since 2025-01-28
  • TX RA
    APPROVED
    Since 2025-01-28
  • NJ RA
    APPROVED
    Since 2024-12-23

Branch Locations

115 W Century Rd, Paramus, NJ 07652 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

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04/15/2015 Number of Hours: 0 Number of Hours during trading: 0 Duties: Founded in 2015, this single member LLC is no longer active since May 1st, 2024 due to my full-time employment at BoA / Merrill Lynch.EMR CONSULTANTS LLC was a consultancy for Healthcare Software Companies that made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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20

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