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  5. ADVIZE HEALTH LLC

ADVIZE HEALTH LLC - Florida Company Profile

Headquarter

Company Details

Entity Name: ADVIZE HEALTH LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ADVIZE HEALTH LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 01 Dec 2014 (10 years ago)
Document Number: L14000183360
FEI/EIN Number 47-2467157

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 4550 N Palmetto Ave, Unit 102, Winter Park, FL, 32792, US
Mail Address: 5135 US HWY 19 N, NEW PORT RICHEY, FL, 34652, US
ZIP code: 32792
County: Orange
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of ADVIZE HEALTH LLC, NEW YORK 5829909 NEW YORK
Headquarter of ADVIZE HEALTH LLC, KENTUCKY 1009258 KENTUCKY
Headquarter of ADVIZE HEALTH LLC, ILLINOIS LLC_09503641 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVIZE HEALTH LLC 401K PLAN 2023 472467157 2024-04-08 ADVIZE HEALTH LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 4075837379
Plan sponsor’s address 201 E KENNEDY BLVD, SUITE 1130, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2024-04-08
Name of individual signing JEANMARIE LORIA
Valid signature Filed with authorized/valid electronic signature
ADVIZE HEALTH LLC 401K PLAN 2017 472467157 2018-05-17 ADVIZE HEALTH LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 4075837379
Plan sponsor’s address 201 E KENNEDY BLVD, SUITE 1130, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2018-05-17
Name of individual signing JEANMARIA LORIA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-17
Name of individual signing ADVIZE HEALTH LLC
Valid signature Filed with authorized/valid electronic signature
ADVIZE HEALTH LLC 401K PLAN 2016 472467157 2017-05-25 ADVIZE HEALTH LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 4074890088
Plan sponsor’s address 201 E KENNEDY BLVD, SUITE 1130, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2017-05-23
Name of individual signing RON WILKINSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-23
Name of individual signing RON WILKINSON
Valid signature Filed with authorized/valid electronic signature
ADVIZE HEALTH LLC 401K PLAN 2015 472467157 2016-06-30 ADVIZE HEALTH LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 4074890088
Plan sponsor’s address 201 E KENNEDY BLVD, SUITE 1130, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2016-06-30
Name of individual signing JOSHUA MCELROY
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
LORIA JEANMARIE Chief Executive Officer 4550 N Palmetto Ave, Winter Park, FL, 32792
Rubenstein Eric Auth 4550 N Palmetto Ave, Winter Park, FL, 32792
LORIA JEANMARIE Agent 4550 N Palmetto Ave, Winter Park, FL, 32792

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-29 4550 N Palmetto Ave, Unit 102, Winter Park, FL 32792 -
REGISTERED AGENT ADDRESS CHANGED 2024-02-29 4550 N Palmetto Ave, Unit 102, Winter Park, FL 32792 -
CHANGE OF MAILING ADDRESS 2021-06-08 4550 N Palmetto Ave, Unit 102, Winter Park, FL 32792 -

Documents

Name Date
ANNUAL REPORT 2025-02-05
ANNUAL REPORT 2024-02-29
ANNUAL REPORT 2023-01-25
AMENDED ANNUAL REPORT 2022-06-20
ANNUAL REPORT 2022-04-07
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-26
ANNUAL REPORT 2019-02-26
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-30

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DELIVERY ORDER AWARD 75FCMC25F0004 2024-12-30 2025-12-31 2027-12-31
Unique Award Key CONT_AWD_75FCMC25F0004_7530_47QRAA22D00A2_4732
Awarding Agency Department of Health and Human Services
Link View Page

Award Amounts
Obligated Amount 11154611.00
Current Award Amount 11154611.00
Potential Award Amount 34507576.00

Description
Title SERVICES RELATED TO OVERSIGHT ACTIVITIES OF MEDICARE ADVANTAGE, PRESCRIPTION DRUG PLAN, PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY, AND OTHER RELATED HEALTH CARE ORGANIZATIONS
NAICS Code 561450: CREDIT BUREAUS
Product and Service Codes R704: SUPPORT- MANAGEMENT: AUDITING

Recipient Details
Recipient ADVIZE HEALTH LLC
UEI L8LBTBXTNJM1
Recipient Address UNITED STATES, 4550 N PALMETTO AVE, UNIT 102, WINTER PARK, ORANGE, FLORIDA, 327925900
PURCHASE ORDER AWARD 15JCRM23P00000144 2023-03-28 2024-03-27 2024-03-27
Unique Award Key CONT_AWD_15JCRM23P00000144_1501_-NONE-_-NONE-
Awarding Agency Department of Justice
Link View Page

Award Amounts
Obligated Amount 0.00
Current Award Amount 0.00
Potential Award Amount 0.00

Description
Title LITIGATIVE CONSULTANT
NAICS Code 541199: ALL OTHER LEGAL SERVICES
Product and Service Codes R418: SUPPORT- PROFESSIONAL: LEGAL

Recipient Details
Recipient ADVIZE HEALTH LLC
UEI L8LBTBXTNJM1
Recipient Address UNITED STATES, 4550 N PALMETTO AVE, UNIT 102, WINTER PARK, ORANGE, FLORIDA, 327925900
PURCHASE ORDER AWARD 15JA3522P00000041 2022-05-31 2024-12-31 2024-12-31
Unique Award Key CONT_AWD_15JA3522P00000041_1501_-NONE-_-NONE-
Awarding Agency Department of Justice
Link View Page

Award Amounts
Obligated Amount 103204.62
Current Award Amount 103204.62
Potential Award Amount 103204.62

Description
Title EXPERT WITNESS SERVICES
NAICS Code 541199: ALL OTHER LEGAL SERVICES
Product and Service Codes R424: SUPPORT- PROFESSIONAL: EXPERT WITNESS

Recipient Details
Recipient ADVIZE HEALTH LLC
UEI L8LBTBXTNJM1
Recipient Address UNITED STATES, 8240 EXCHANGE DR STE C4, ORLANDO, ORANGE, FLORIDA, 328099168
- IDV 47QRAA22D00A2 2022-05-17 - -
Unique Award Key CONT_IDV_47QRAA22D00A2_4732
Awarding Agency General Services Administration
Link View Page

Award Amounts
Obligated Amount 0.00
Potential Award Amount 1000000.00

Description
Title FEDERAL SUPPLY SCHEDULE CONTRACT
NAICS Code 561450: CREDIT BUREAUS
Product and Service Codes R408: SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPPORT

Recipient Details
Recipient ADVIZE HEALTH LLC
UEI L8LBTBXTNJM1
Recipient Address UNITED STATES, 4550 N PALMETTO AVE, UNIT 102, WINTER PARK, ORANGE, FLORIDA, 327925900

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3809968506 2021-02-24 0455 PPS 6690 50th Ave N, Saint Petersburg, FL, 33709-2802
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 82838
Loan Approval Amount (current) 82838
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17124
Servicing Lender Name City National Bank of Florida
Servicing Lender Address 100 SE 2nd St, MIAMI, FL, 33131
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Saint Petersburg, PINELLAS, FL, 33709-2802
Project Congressional District FL-13
Number of Employees 5
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 17124
Originating Lender Name City National Bank of Florida
Originating Lender Address MIAMI, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 83373.61
Forgiveness Paid Date 2021-11-10
6032197007 2020-04-06 0455 PPP 6822 22ND AVE 102, SAINT PETERSBURG, FL, 33710-3700
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 71875
Loan Approval Amount (current) 82838
Undisbursed Amount 0
Franchise Name -
Lender Location ID 524612
Servicing Lender Name Fountainhead SBF LLC
Servicing Lender Address 3216 W. Lake Mary Blvd, LAKE MARY, FL, 32746
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SAINT PETERSBURG, PINELLAS, FL, 33710-3700
Project Congressional District FL-13
Number of Employees 7
NAICS code 541690
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 524612
Originating Lender Name Fountainhead SBF LLC
Originating Lender Address LAKE MARY, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 83636.47
Forgiveness Paid Date 2021-03-30

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1666009 ADVIZE HEALTH LLC - L8LBTBXTNJM1 4550 N PALMETTO AVE, UNIT 102, WINTER PARK, FL, 32792-5900
Capabilities Statement Link -
Phone Number 407-583-7379
Fax Number 888-722-6059
E-mail Address jloria@advizehealth.com
WWW Page https://advizehealth.com
E-Commerce Website -
Contact Person JEANMARIE LORIA
County Code (3 digit) 095
Congressional District 10
Metropolitan Statistical Area 5960
CAGE Code 6SCE8
Year Established 2015
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Women-Owned Small Business, Woman Owned
Business Development Servicing Office NORTH FLORIDA DISTRICT OFFICE (SBA office code 0491)
Capabilities Narrative Advize Health provides cost-effective and efficient medical record review services to identify inconsistent documentation between clinical records and claim payment data. Advize Health provides education-based and recovery-based audits to focus on fraud, waste and abuse, education, and return on investment. Services range from auditing to consulting. Areas of service include: CPT, procedure, DME, ICD- 9/10, RAC/MIC, DRG, HCPCS, teaching, consulting.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Pre and Post Audit, E/M Services, Medical Records, Emergency Department, Mental Health, Pharmacy, Fraud, Surgery, Healthcare, Hospital, Educational Review, Risk Adjusted Rating, Dental, RAC MIC, Audit, Clinical, Medical, Policy, Medicare, Medicaid, CPT, ICD10, HCPCS, Medical Coding, Clinical Documentation Improvement
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Jeanmarie Loria
Role CEO

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified Yes
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 524291
NAICS Code's Description Claims Adjusting
Buy Green Yes
Code 524292
NAICS Code's Description Pharmacy Benefit Management and Other Third-Party Administration of Insurance and Pension Funds
Buy Green Yes
Code 524298
NAICS Code's Description All Other Insurance Related Activities
Buy Green Yes
Code 541110
NAICS Code's Description Offices of Lawyers
Buy Green Yes
Code 541211
NAICS Code's Description Offices of Certified Public Accountants
Buy Green Yes
Code 541219
NAICS Code's Description Other Accounting Services
Buy Green Yes
Code 541512
NAICS Code's Description Computer Systems Design Services
Buy Green Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes
Code 561110
NAICS Code's Description Office Administrative Services
Buy Green Yes
Code 561410
NAICS Code's Description Document Preparation Services
Buy Green Yes
Code 561450
NAICS Code's Description Credit Bureaus
Buy Green Yes
Code 561611
NAICS Code's Description Investigation and Personal Background Check Services
Buy Green Yes
Code 561990
NAICS Code's Description All Other Support Services
Buy Green Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

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Companies related by address

5135 US HWY 19 N, NEW PORT RICHEY, FL, 34652, US

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Date of last update: 01 Apr 2025

Sources: Florida Department of State

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