Finance and insurance — page 2 of 9
2,405 businesses, industry “Finance and insurance” (NAICS sector of the latest loan).
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| Place | Business | Record | Industry | Latest loan approved |
|---|---|---|---|---|
| Saratoga Springs, NY | Bishop & Associates, Inc | 0DB0446D61 | Finance and insurance | Mar 26, 2025 |
| Nashua, NH | BISONO INSURANCE AND FINANCIAL SERVICES, INC. | 585DF3C132 | Finance and insurance | Nov 18, 2023 |
| Penfield, NY | BJM CONCLUDING LLC | C39A740394 | Finance and insurance | Oct 15, 2024 |
| Austin, TX | BK YOUR WAY LLC | 2F4E9054F6 | Finance and insurance | Oct 18, 2024 |
| Annapolis, MD | Black Island West LLC | 03C7FF855D | Finance and insurance | May 13, 2024 |
| Scottsdale, AZ | Blackdot Mortgage LLC | EDFC1B2B72 | Finance and insurance | Oct 10, 2024 |
| Chicago, IL | Blackswan25 Inc. | C5F7D391BA | Finance and insurance | Jun 23, 2025 |
| Southlake, TX | Blake Bass Holdings LLC | 439765D9F8 | Finance and insurance | Apr 8, 2026 |
| Ellicott City, MD | Bleiberg Insurance and Financial Services, Inc | 5C8C50775A | Finance and insurance | Nov 24, 2023 |
| Middleton, WI | Blp Wealth Management LLC | D67DBCE357 | Finance and insurance | Nov 19, 2025 |
| Rohnert Park, CA | Blue Arc Holdings, LLC | 62ADF4C58A | Finance and insurance | May 27, 2025 |
| Portsmouth, NH | Blue Herring LLC | 3C5A2A5798 | Finance and insurance | Aug 28, 2025 |
| Tooele, UT | Blue Line Financial Management, LLC | F61AB0916E | Finance and insurance | Jan 27, 2026 |
| Boulder, CO | BlueBird Advisory LLC | 48D21CB703 | Finance and insurance | Mar 19, 2026 |
| North Port, FL | BLUEQUEST | 624694916B | Finance and insurance | Nov 20, 2024 |
| Westbrook, CT | BLUM OPERATIONAL SUPPORT LLC | AACA964B74 | Finance and insurance | Nov 13, 2024 |
| Agoura Hills, CA | BNKV INSURANCE SOLUTIONS | F69387C4E4 | Finance and insurance | Mar 16, 2026 |
| Little Neck, NY | BOC Insurance Brokerage Inc | A572F81B70 | Finance and insurance | Mar 31, 2025 |
| Minneapolis, MN | BOULDER GROUP LLC | 7F6428FCC0 | Finance and insurance | Aug 5, 2024 |
| San Diego, CA | BOUNCE DEBT RELIEF, INC. | 1B40BD65F4 | Finance and insurance | Aug 15, 2024 |
| Kissimmee, FL | Bound Insurance & Multiservices, PLLC | 54AAF9EE92 | Finance and insurance | May 22, 2025 |
| Collegeville, PA | BOWE INSURANCE SERVICES, LLC | 9C5C0609D0 | Finance and insurance | Sep 25, 2025 |
| Leawood, KS | BR Holding Company, LLC | 78E4524396 | Finance and insurance | Jul 25, 2025 |
| Austin, MN | BRAATEN FINANCIAL MANAGEMENT, INC. | E7CB8FFB1E | Finance and insurance | Jan 23, 2026 |
| Yorba Linda, CA | Brad Campbell Insurance and Financial Services, Inc. | 2B73439955 | Finance and insurance | Jul 11, 2024 |
| Pearl, MS | Bradley Ford & Associates LLC | 2CCF461AFD | Finance and insurance | Feb 2, 2024 |
| Edmond, OK | BRADLEY WOMACK AGENCY, LLC | F188A554B5 | Finance and insurance | Dec 9, 2025 |
| Okmulgee, OK | Bradley Womack Agency, LLC | 885E66A03C | Finance and insurance | Jan 29, 2026 |
| Chattanooga, TN | Brandon Farrow Insurance Agency Inc. | DDB231A160 | Finance and insurance | Jan 14, 2026 |
| Fort Walton Beach, FL | BRANDON LEWIS INSURANCE AGENCY, INC. | 98774A5098 | Finance and insurance | Mar 26, 2025 |
| Plattsburg, MO | BRANDON LIBERTY ENTERPRISES, LLC | 4BB59168E6 | Finance and insurance | Jan 23, 2025 |
| Cordova, TN | BRAYDEN SHELBY AGENCY, LLC | 527146DC13 | Finance and insurance | Jan 28, 2026 |
| Plano, TX | BRAZIL INSURANCE SERVICES, LLC | 92DEF7A816 | Finance and insurance | Feb 5, 2025 |
| Frisco, TX | Brennan Wealth Advisors, L.L.C. | EA19FAAA97 | Finance and insurance | Apr 4, 2025 |
| Lees Summit, MO | Bret Farrar Ins Agency, Inc | E7220D3344 | Finance and insurance | May 30, 2025 |
| Rochester, NY | Brian Maust Insurance Agency LLC | 1DF4879C3B | Finance and insurance | Apr 19, 2026 |
| Redmond, OR | Brian Myers Insurance Agency Inc | 1FA64FB464 | Finance and insurance | Dec 14, 2023 |
| American Fork, UT | Bridgerland Financial Advisors, LLC | E028D05F14 | Finance and insurance | Sep 24, 2024 |
| Fenwick Island, DE | BRIGANDINE CAPITAL, INC. | A01BA297C0 | Finance and insurance | Aug 12, 2025 |
| Fishers, IN | BRIGHTSTONE ADVISORS LLP | D39ACC377A | Finance and insurance | Jan 12, 2026 |
| Saint Joseph, MI | Brittison Financial Group, Inc. | 34DA321E06 | Finance and insurance | Oct 4, 2024 |
| Riverside, CA | BROCKTON INSURANCE SERVICES | 9430529483 | Finance and insurance | Sep 3, 2024 |
| Plymouth, MA | Brodeur Insurance Agency LLC | 12F0B20B2A | Finance and insurance | Jan 4, 2024 |
| Cheektowaga, NY | BroGo Brokers LLC | A13873F6BE | Finance and insurance | Apr 22, 2025 |
| Morgan Hill, CA | Broker's Network Inc | ED332CC44C | Finance and insurance | Jun 11, 2026 |
| Airmont, NY | Brokers Central LLC | 29CC04C952 | Finance and insurance | Oct 10, 2024 |
| Omaha, NE | Brosha Resources LLC | 38575200FC | Finance and insurance | Jun 24, 2026 |
| Hallandale Beach, FL | Brother Benjamin, L.L.C. | 1E83E544A9 | Finance and insurance | Dec 2, 2024 |
| Hampton, GA | Brown Family Agency LLC | 26B362A458 | Finance and insurance | Dec 23, 2025 |
| Wellington, CO | Brown Insurance and Financial Services, Inc. | B323F37859 | Finance and insurance | Aug 20, 2025 |
| Pleasanton, TX | Brumaly3, LLC | 6EB8AB89E9 | Finance and insurance | Mar 25, 2025 |
| South Jordan, UT | Brunello Holdings LLC | 67573E52DF | Finance and insurance | Nov 13, 2025 |
| Miami, FL | Bryant Insurance and Financial Services Inc. | 463292835C | Finance and insurance | Feb 23, 2024 |
| Windsor, CO | Bryce A. Kiser Financial Services, Inc. | AB7652E5F0 | Finance and insurance | Jun 12, 2025 |
| Saunderstown, RI | BSA Wealth Advisors LLC | 3B7B1C1CE3 | Finance and insurance | Apr 5, 2024 |
| Laredo, TX | BTP INSURANCE SERVICES, L.L.C. | 15744A5B43 | Finance and insurance | Dec 15, 2025 |
| Lubbock, TX | Bubblecloud Rentals LLC | FA3C4C6500 | Finance and insurance | Apr 22, 2025 |
| Jerome, ID | Buchanan Insurance and Financial Services Inc | E2374F6FA1 | Finance and insurance | Aug 12, 2024 |
| Ozark, MO | Buck Advantage LLC | B0F69A5CE8 | Finance and insurance | May 6, 2026 |
| Milford, OH | Buechner Insurance Agency, Inc. | F37E47C752 | Finance and insurance | May 19, 2025 |
| Hallandale, FL | BULLDOG ADJUSTERS INC | 7EA02EA05D | Finance and insurance | May 21, 2024 |
| Chicago, IL | Buoyant Ventures Management, LLC | C3B90F6219 | Finance and insurance | Dec 19, 2024 |
| Greenville, SC | Burgess Asset Group, LLC | CA57E44177 | Finance and insurance | Oct 29, 2024 |
| Salem, VA | Burgess Demarco & Flick Insurance | A12A170C38 | Finance and insurance | Apr 9, 2026 |
| Sewickley, PA | BUTSON FINANCIAL ADVISORS, LLC | E4268E9DE9 | Finance and insurance | Apr 8, 2026 |
| Delray Beach, FL | By America Insurance Group LLC | 2E4A9BD911 | Finance and insurance | Nov 5, 2024 |
| Columbia, SC | By Design Wealth Management, LLC | 903E0DAFD7 | Finance and insurance | Sep 2, 2025 |
| Central Valley, NY | C & R ALL RISKS INC | 632E176DF9 | Finance and insurance | Jan 7, 2024 |
| Cypress, TX | C & T Mortgage, Inc. | EC128A3D38 | Finance and insurance | Sep 30, 2025 |
| Philadelphia, PA | C&A Medical Allies LLC | 110CFACCB3 | Finance and insurance | Feb 7, 2024 |
| Orlando, FL | C&M PERSONAL LINES INSURANCE AGENCY, LLC | A021905649 | Finance and insurance | Jul 14, 2025 |
| Miami Gardens, FL | C&Y Insurance Services Inc | 523B1F4F85 | Finance and insurance | Feb 3, 2025 |
| Fort Lauderdale, FL | C-137 Holdings LLC | C0F4EE8422 | Finance and insurance | Dec 18, 2024 |
| Everett, WA | C1 Wealth Management LLC | 6EDE4F95F4 | Finance and insurance | Jun 11, 2024 |
| Murray, UT | CA Wealth Management | 32FAABCFA1 | Finance and insurance | Nov 19, 2025 |
| Mesa, AZ | CAB Holding LLC | 48673DAF2A | Finance and insurance | Mar 26, 2025 |
| Burbank, CA | CABRINI INSURANCE AGENCY, INC. | 67CF91BC20 | Finance and insurance | Aug 26, 2024 |
| Glendale, AZ | Cactus State Insurance | D4F1CFBEAF | Finance and insurance | Aug 17, 2024 |
| Alexandria, VA | Cade LLC | 06A00B6D90 | Finance and insurance | Nov 3, 2023 |
| Naperville, IL | CAF Enterprises, LLC | CA96987448 | Finance and insurance | Mar 7, 2025 |
| Arvin, CA | Cal Total Insurance Services LLC | A8939E40D1 | Finance and insurance | Jun 3, 2025 |
| Vancouver, WA | Calahan Insurance Agency, Inc. | 9017239AAA | Finance and insurance | Apr 12, 2024 |
| Groveland, FL | Caleda Insurance Group, LLC | 099796734E | Finance and insurance | May 19, 2025 |
| Miami, FL | Caley Insurance Corp. | E6C3DE1E31 | Finance and insurance | Feb 24, 2025 |
| Pasadena, CA | Callahan Risk and Insurance Services, Inc. | 48F528F8DA | Finance and insurance | Jul 26, 2024 |
| Marksville, LA | CAMCO Investments, LLC | 18EEB7D200 | Finance and insurance | Jun 11, 2025 |
| Fishers, IN | CAMERON FINANCIAL SERVICES, INC. | 0AE44A745E | Finance and insurance | Sep 12, 2024 |
| Federal Way, WA | CAMERON SEVERNS INSURANCE LLC | 4C6B157DF4 | Finance and insurance | Dec 17, 2024 |
| Greenville, NC | Campbell Insurance Agency, Inc. | 5660609E90 | Finance and insurance | Apr 28, 2026 |
| Decatur, AL | Candice Marshall Agency Corp | BC880822B7 | Finance and insurance | Nov 21, 2023 |
| El Paso, TX | Candor Insurance Agency, LLC | AF22D0CB58 | Finance and insurance | Apr 27, 2026 |
| Loveland, OH | CANOPY FINANCIAL LLC | D9613BFB05 | Finance and insurance | Feb 20, 2025 |
| Farmington, UT | CANYON STRATEGIC WEALTH | E95E2C12EC | Finance and insurance | Mar 12, 2025 |
| Fayetteville, NC | Capital Acquisitions Financial Services LLC | D57F4748F8 | Finance and insurance | Nov 4, 2023 |
| Washington, DC | CAPITAL AREA PLANNING GROUP, LIMITED LIABILITY COMPANY | EBB41CCA6E | Finance and insurance | Jan 21, 2026 |
| Oceanside, NY | Capital City Brokerage LLC | 04F6B78C3B | Finance and insurance | Nov 19, 2024 |
| El Paso, TX | CAPITAL WEALTH MANAGEMENT OF EL PASO LLC | B86FF0A020 | Finance and insurance | Jul 15, 2025 |
| Bakersfield, CA | Capitol Finance | 32FFB64C6F | Finance and insurance | May 13, 2025 |
| Palm Coast, FL | Capstone Investment Management LLC | 4885A2C9E6 | Finance and insurance | Dec 18, 2025 |
| Palm Coast, FL | Capstone Planning Insurance LLC | 224E531110 | Finance and insurance | Apr 18, 2025 |
| Sarasota, FL | CARD COMPLY INC | C259A304B9 | Finance and insurance | May 23, 2024 |
| Tucson, AZ | Cardinal Finance, LLC | 4EAB0FD43F | Finance and insurance | Sep 22, 2025 |
| Sunrise, FL | Careteam Insurance & Financial Services, LLC | 4E01408DE7 | Finance and insurance | Oct 24, 2024 |
| Sunrise, FL | CARETEAM INSURANCE & FINANCIAL SERVICES, LLC | 8A610E93C1 | Finance and insurance | Jan 29, 2026 |
| Indianapolis, IN | Caris Retirement Group, LLC | B750B3F928 | Finance and insurance | May 19, 2025 |
| Parker, CO | Carlisle Property, LLC | 5ADC7D8CAB | Finance and insurance | Feb 26, 2025 |
| Orlando, FL | Carlos Martinez Insurance Agency Inc | B2C813F047 | Finance and insurance | Mar 26, 2025 |
| Salinas, CA | Carlos Perez Insurance Agency | C83C0B6088 | Finance and insurance | Apr 23, 2026 |
| Heber Springs, AR | CARLTON AGENCY LLC | FCCF85C811 | Finance and insurance | Apr 3, 2024 |
| Frisco, TX | CARMONA BOOK TWO, LLC | 5971127ADB | Finance and insurance | Jan 22, 2026 |
| Sanford, NC | Carolina Choice Agency Inc | CD7267205C | Finance and insurance | Sep 30, 2024 |
| Kennewick, WA | Carpenter Capital LLC | CF31802D1B | Finance and insurance | Mar 28, 2024 |
| Westchester, IL | Carragher Insurance Agency, Inc. | FF6F6AB57B | Finance and insurance | Mar 2, 2024 |
| Katy, TX | Carter Consulting & Advisory, LLC | 2FFEC7F7AC | Finance and insurance | Feb 22, 2024 |
| Dallas, TX | Castaneda Ins. Agcy Inc | EE47A2C746 | Finance and insurance | Jun 5, 2025 |
| Carson City, NV | Castiblanco Insurance Agency LLC | 42E82509C0 | Finance and insurance | Aug 19, 2024 |
| Richmond, TX | CASTILLO AGENCY, LLC | E1106C7FC9 | Finance and insurance | Aug 27, 2025 |
| Westport, CT | CastleKeep Investment Advisors LLC | DC6A7C91A4 | Finance and insurance | Oct 10, 2024 |
| Newtwon, NC | Catawba First Insurance Associates, Inc. | 54453FE7AC | Finance and insurance | May 14, 2024 |
| Thousand Oaks, CA | CATINO INSURANCE AGENCY INC. | 04DC5A0682 | Finance and insurance | Nov 25, 2024 |
| Cave Creek, AZ | Cavaleri Consulting, LLC | D362609558 | Finance and insurance | Mar 7, 2024 |
| Odenville, AL | CAYCE WILSON INSURANCE AGENCY, INC | B729080EDF | Finance and insurance | Feb 19, 2025 |
| Xenia, OH | CCS-YATES AGENCY LLC | 8839D177E7 | Finance and insurance | Sep 24, 2025 |
| Littleton, CO | CENTENNIAL INSURANCE GROUP, INC. | 38D88E60D6 | Finance and insurance | Nov 7, 2024 |
| Dade City, FL | Central Florida Insurance Partners | E62F92FC2C | Finance and insurance | Aug 11, 2025 |
| Marshall, MI | Centurion Agency LLC | C2F85079C7 | Finance and insurance | May 13, 2025 |
| Cumming, GA | CFRM INSURANCE AGENCY, LLC | FEFB9EF056 | Finance and insurance | Aug 3, 2024 |
| Rosenberg, TX | CGHM HOLDING LLC | E7ABE7D5CB | Finance and insurance | Apr 16, 2025 |
| Brooklyn, NY | Chaim Babad & Associates, LLC | 1D86E651A7 | Finance and insurance | Mar 16, 2026 |
| Blackwood, NJ | Champion Brokers LLC | 9F3143AAFD | Finance and insurance | Mar 18, 2025 |
| Slidell, LA | Champion Insurance Partners LLC | 663524E719 | Finance and insurance | Jun 9, 2026 |
| Bryan, TX | Charis Legacy Partners, LLC | 5504765C28 | Finance and insurance | Jan 19, 2024 |
| Rockville, MD | Charles R. Grant Insurance Agency, Inc. | F8C7598C4A | Finance and insurance | Nov 15, 2023 |
| Carmichael, CA | Charlotte Russell Insurance and Financial Services Inc | 53F160CA91 | Finance and insurance | Dec 11, 2024 |
| Henderson, NV | Charrette Ltd | A7BF064013 | Finance and insurance | Jun 27, 2025 |
| Covina, CA | Chatfield Wealth Management | 68A8089C05 | Finance and insurance | Apr 5, 2024 |
| Albuquerque, NM | CHAVEZ FAMILY INSURANCE LLC | 68607F07CC | Finance and insurance | Sep 23, 2025 |
| Derby, NY | Chbb Insurance Brokerage Inc | 83030A0809 | Finance and insurance | Apr 14, 2026 |
| Reno, NV | Cheburashka LLC | EBA9B5F0C9 | Finance and insurance | Oct 21, 2024 |
| Enid, OK | CHELF INSURANCE SERVICES, LLC | B21C3DBF5A | Finance and insurance | Oct 9, 2024 |
| Warminster, PA | Chief & Co., LLC | D24D8BBA38 | Finance and insurance | Jun 11, 2024 |
| Mount Juliet, TN | Childfree Wealth, LLC | 7186DBE681 | Finance and insurance | Jun 28, 2024 |
| Dana Point, CA | Chon Insurance Agency Inc | 57524374E3 | Finance and insurance | Mar 11, 2025 |
| Denver, CO | Chop More Wood, LLC | 7B96F353BA | Finance and insurance | Dec 9, 2024 |
| Canton, MI | Chrideo | 8AF4BE8286 | Finance and insurance | Nov 4, 2023 |
| Reading, PA | CHRIS CRAFT INSURANCE AGENCY INC | 5C90397ECA | Finance and insurance | Mar 23, 2024 |
| Piedmont, SC | Chris Foster Agency, Inc. | 4E1E6DCF11 | Finance and insurance | Aug 28, 2025 |
| Mount Pleasant, SC | Chris Hite Insurance Agency, LLC | 2E32E77BA7 | Finance and insurance | Nov 4, 2023 |
| Sandy, UT | Christian Brindle Insurance Services, Inc | 0D62C2168B | Finance and insurance | Oct 25, 2024 |
| Mesa, AZ | Christian Krueger Agency LLC | 629DF8BF3F | Finance and insurance | Aug 22, 2025 |
| Beaverton, OR | Christopher Gonzales Ins Agency Inc | E7C589EBDF | Finance and insurance | Jun 8, 2026 |
| Orem, UT | CHRISTOPHER HALL INSURANCE, LLC | C350DD9B3B | Finance and insurance | Sep 19, 2025 |
| Thompson's Station, TN | Christopher Obear Insurance and Financial Services Inc | E954852DA2 | Finance and insurance | Mar 4, 2026 |
| Colorado Springs, CO | Christopher Smith Insurance | 5923B9A895 | Finance and insurance | Jun 12, 2025 |
| Minneapolis, MN | Circle E Ingredients L.L.C. | 4E69A6D3E9 | Finance and insurance | Feb 25, 2025 |
| Denver, CO | Cizdy Garcia Inc. | 98A7E07AB1 | Finance and insurance | Mar 12, 2025 |
| Lake Ronkonkoma, NY | CJSC Consulting Corp. | 309FA27A64 | Finance and insurance | Mar 3, 2026 |
| Tampa, FL | Claim Pros Public Adjusting LLC | A422046303 | Finance and insurance | Jun 10, 2024 |
| Boca Raton, FL | Claim Ride | E9F9EA4138 | Finance and insurance | Jan 7, 2025 |
| Princeton, FL | Claims FLA LLC | DA7944E10E | Finance and insurance | Sep 10, 2025 |
| Wyoming, MN | Clarion Claims Group, LLC | DA3B53A780 | Finance and insurance | Mar 24, 2025 |
| Gilbert, AZ | Clarity Wealth Management, L.L.C. | 118197D216 | Finance and insurance | Jul 10, 2025 |
| Jacksonville, FL | CLDUBO Jam, Inc | 0E4436AC83 | Finance and insurance | Nov 13, 2025 |
| North Richland Hills, TX | Clear Blue Agency Inc | 36AB5C1762 | Finance and insurance | Jul 24, 2024 |
| Destin, FL | Clear Harbor Wealth Management LLC | 32749416D2 | Finance and insurance | Jan 13, 2025 |
| Saint Joseph, MO | CLEAR VIEW INSURANCE SPECIALISTS | 9AC00B0D3A | Finance and insurance | Aug 20, 2024 |
| Amherst, NY | ClearOut, LLC | 88744779CF | Finance and insurance | Mar 28, 2024 |
| Glen Head, NY | Clearscope Services LLC | 660E7915C8 | Finance and insurance | Sep 3, 2025 |
| Hesperia, CA | CLINTON ALFORD INSURANCE AGENCY, INC. | BB3FF939AC | Finance and insurance | Sep 26, 2024 |
| Maynard, MA | CLOCKTOWER TAX CREDITS, LLC | 36B6CC3B21 | Finance and insurance | Jul 16, 2025 |
| Miami, FL | Closings Unlimited, Inc. | 61C49FF9E9 | Finance and insurance | May 31, 2024 |
| Rowlett, TX | CLOUD WEALTH STRATEGIES LLC | E1C85C9576 | Finance and insurance | Jun 26, 2024 |
| Leesburg, VA | Clover Leaf Wealth Strategies LLC | A545A7DD5E | Finance and insurance | Aug 9, 2024 |
| Valrico, FL | CMC INSURANCE GROUP | C612368B6A | Finance and insurance | Nov 18, 2025 |
| Redfield, SD | CMH Insurance & Bookkeeping Services, Inc. | 7246DDA9F4 | Finance and insurance | May 14, 2025 |
| Wheat Ridge, CO | CO Insurance Specialist, LLC | 3CBD30DB8F | Finance and insurance | May 14, 2026 |
| Longwood, FL | COAST TO COAST INSURANCE GROUP OF FLORIDA, LLC | 7B4A5214D4 | Finance and insurance | Nov 20, 2025 |
| Jacksonville, FL | Coastal Alliance LLC | 4E9A6BDA06 | Finance and insurance | Oct 1, 2024 |
| Gulf Shores, AL | Coastal Wealth Innovations, LLC | F17D60DCC9 | Finance and insurance | Apr 15, 2025 |
| Gunter, TX | Cody Paxman Insurance Agency LLC | 94CEDFC0B7 | Finance and insurance | Nov 24, 2023 |
| Huntsville, AL | COFFMAN RETIREMENT GROUP LLC | 7D26F8446E | Finance and insurance | Nov 14, 2024 |
| Bedford, NH | Cohen Investment Advisors LLC | 6F0019E0B9 | Finance and insurance | Mar 26, 2025 |
| Bolivia, NC | Cold Mountain Insurance, LLC | FCE3DBEDC6 | Finance and insurance | Jan 21, 2026 |
| Omaha, NE | Cole Insurance Agency INC. | 9DD248FE71 | Finance and insurance | Dec 9, 2023 |
| Spartanburg, SC | Colin Earles Agency LLC | 59AEEF1DCE | Finance and insurance | Jul 7, 2025 |
| Granbury, TX | Collier Insurance Group LLC | 9BD8DDB7A3 | Finance and insurance | Dec 20, 2024 |
| Rochester, MN | Collins Agency LLC | BBED81C453 | Finance and insurance | May 23, 2025 |
| Hillsborough, NC | Colonial Insurance Agency NC, LLC | 8F6F1776E3 | Finance and insurance | Jan 17, 2025 |
| Brighton, CO | Colorado Prestige Insurance, Inc. | 590621903A | Finance and insurance | Apr 6, 2024 |
| Bay Shore, NY | COLUCCI WEALTH ADVISORY GROUP, LLC | C51EFC720F | Finance and insurance | Feb 18, 2026 |
| Cullman, AL | Colvard Insurance Associates, Inc. | 4C92473387 | Finance and insurance | Jun 26, 2025 |
| Billings, MT | Commercial Risk Managers LLC | 83B556B114 | Finance and insurance | Feb 1, 2024 |
| Worcester, MA | Commonwealth Consulting Group, LLC | 06FF3BEA56 | Finance and insurance | Aug 28, 2024 |
| Millbury, MA | Commonwealth Consulting Group, LLC | 3605488E6F | Finance and insurance | May 14, 2026 |
| Spring Valley, NY | Community Venture Inc | 68FDCF2D92 | Finance and insurance | Feb 23, 2024 |
| Bayport, NY | COMP MATTERS, INC | BD7333FABA | Finance and insurance | May 20, 2024 |
| Milton, NY | COMPASS GROUP NORTHEAST LLC | 8057AC9BCD | Finance and insurance | Jan 23, 2024 |
| Grand Blanc, MI | Compass Group Services Corp. | 517F9AFE35 | Finance and insurance | Aug 28, 2025 |
| Spartanburg, SC | COMPASS INSURANCE GROUP, LLC | D477D4A859 | Finance and insurance | Aug 24, 2025 |
| Newark, OH | Compston Insurance Group LLC | FD64CA70AF | Finance and insurance | Mar 5, 2026 |
| Acworth, GA | Concierge Financial Holdings, LLC | 01636DF996 | Finance and insurance | Oct 18, 2024 |
| Yorktown Heights, NY | CONCIERGE PRIVATE CLIENT, LLC | 52BF5E75BF | Finance and insurance | Jul 23, 2025 |
| Hilton Head Island, SC | Conquest Group, Inc. | 6F29B871A1 | Finance and insurance | Jan 28, 2025 |
| Tabor City, NC | CONSUMERS' CHOICE INSURANCE AGENCY, INC. | 66C0E85272 | Finance and insurance | Nov 6, 2023 |
| Boston, MA | Continental Trust Services, LLC | F946ED9A04 | Finance and insurance | Oct 30, 2024 |
| Naperville, IL | Convergent Insurance Brokers, LLC | EEE2E9FC62 | Finance and insurance | Apr 21, 2025 |
| Jonesville, NC | Cook Insurance Group LLC | 3E668AA4B0 | Finance and insurance | Jun 27, 2024 |
| Virginia Beach, VA | Cooksey Insurance Agency, Inc. | 85142E52EF | Finance and insurance | Nov 14, 2025 |
| Las Vegas, NV | COOL INSURANCE AND FINANCIAL SERVICES, INC. | AD5B7CA268 | Finance and insurance | Mar 26, 2025 |
| San Juan, PR | Coordinated Insurance Services, Inc. | 6F2373E0F7 | Finance and insurance | Mar 5, 2025 |
| Issaquah, WA | Copilot Insurance Inc. | 3D88EC4ABA | Finance and insurance | May 21, 2024 |
| Henderson, NV | Copperthite Capital Management LLC | 4D61258035 | Finance and insurance | Dec 2, 2023 |
| Fort Myers, FL | Coppin Ferry Insurance | C6F50402CB | Finance and insurance | May 29, 2025 |
| Mandeville, LA | CoreCare Medical Management Services, LLC | 1E1B299D6D | Finance and insurance | Sep 26, 2024 |
| Pensacola, FL | Corey M. Lessmann & Associates LLC | 08A9272C1B | Finance and insurance | Mar 20, 2024 |
| Fremont, MI | CORNERSTONE INSURANCE AND FINANCIAL SERVICES LLC | A8D4F88073 | Finance and insurance | Jan 6, 2024 |
| Ridgefield, WA | Cornerstone Insurance NW LLC | 724D49DE72 | Finance and insurance | Jul 22, 2024 |
| Miami, FL | Corrales & Company, LLC | 8107626885 | Finance and insurance | Jan 27, 2026 |
| San Antonio, TX | Cosme Insurance Agency Inc. | AE471B98A6 | Finance and insurance | Oct 16, 2024 |
| Elmhurst, NY | Cosmic Insurance Brokerage | 463275E054 | Finance and insurance | Oct 16, 2024 |
| Roanoke, VA | Court Enterprises, Inc. | 4A6BD86590 | Finance and insurance | Aug 16, 2024 |
| Billings, MT | Courtney Hubbs Agency LLC | AD23152324 | Finance and insurance | Jul 25, 2025 |
| Jacksonville, FL | CPLP Holdings LLC | B9EFC98542 | Finance and insurance | Aug 20, 2024 |
| Lynbrook, NY | CPR AGENCY INC. | 848B8D3C7C | Finance and insurance | Dec 15, 2023 |
| Miami, FL | CR INSURANCE LATINO, LLC | DAC754F508 | Finance and insurance | Mar 19, 2024 |
| Freehold, NJ | Craig Financial Group, LLC | FA1417EED0 | Finance and insurance | Nov 26, 2024 |
| Houston, TX | CRAIN INSURANCE GROUP | BB1B9D84BA | Finance and insurance | Dec 27, 2024 |
| Rochester, NY | CRANDALL INSURANCE AGENCY | 08AAB621E5 | Finance and insurance | Oct 5, 2023 |
| Tamarac, FL | CREDENTIAL INSURANCE LLC | DE5502F330 | Finance and insurance | Oct 23, 2024 |
| Colorado Springs, CO | Credit Systems Inc | 7249228256 | Finance and insurance | Dec 11, 2025 |
| Chicago, IL | Crenshaw Insurance and Financial Services, Inc. | 7B9AF72942 | Finance and insurance | Dec 1, 2025 |
| Fairfield, CA | CRFTPFJAF, INC. | 7EF9E30EE4 | Finance and insurance | Jan 26, 2026 |
| Rosebud, TX | CROPROTEK, INC. | BD4A491922 | Finance and insurance | Dec 17, 2025 |
| Naples, FL | Cross Nation ATM LLC | EB1AEFE525 | Finance and insurance | May 20, 2026 |
| Charlotte, NC | Crown Wealth Group LLC | EFEC8932AF | Finance and insurance | Dec 9, 2024 |
| Colleyville, TX | Crum Insurance Services, LLC | AEA57B77F5 | Finance and insurance | Jan 14, 2025 |
| Newport Beach, CA | Crystal Lending Group Inc. | 5EE80B2EB6 | Finance and insurance | Feb 12, 2025 |
| El Paso, TX | CS MACHUCA INSURANCE GROUP LLC | BB26CAF26F | Finance and insurance | Oct 5, 2023 |
| Brooklyn, NY | CSD FINANCIAL LLC | E71A8D46D3 | Finance and insurance | Jan 22, 2025 |
| Bedford, TX | CSR Agency, LLC | E4485E4032 | Finance and insurance | May 19, 2025 |
| Boca Raton, FL | CTB INSURANCE LLC | 84AB35ED6C | Finance and insurance | Jun 30, 2026 |
| Mandeville, LA | Cucinella Insurance Services LLC | 9F2F69E0E6 | Finance and insurance | Dec 8, 2025 |
| Midvale, UT | CUI Wealth Management LLC | 553783FCE7 | Finance and insurance | Jan 14, 2025 |
| Atlanta, GA | CUMBERLAND VININGS SUITE LLC | A567983745 | Finance and insurance | Feb 11, 2025 |
| Park City, UT | CURTAIN WEALTH PLANNING,L.L.C | B9B1821155 | Finance and insurance | Dec 10, 2024 |
| Lehi, UT | Custom Insurance Solutions, LLC | 1744080AC8 | Finance and insurance | Jun 3, 2024 |
| Palm Harbor, FL | CV Solutioning LLC | 410872F602 | Finance and insurance | Nov 14, 2023 |
| Davidson, NC | Cypress Benefit Solutions, LLC | 8F637CBB5E | Finance and insurance | Feb 9, 2024 |
| Bellefontaine, OH | D & J Worldwide LLC | 54F0A806B4 | Finance and insurance | Feb 8, 2024 |
| Riverside, CA | D & S Insurance Agency, Inc. | 42912991A5 | Finance and insurance | Jun 14, 2024 |
| Fort Mill, SC | D&T Creswell Holdings LLC | 42E27C6BB1 | Finance and insurance | Dec 27, 2023 |
| Cedar Park, TX | D'AMBROSIO INSURANCE AGENCY, LLC | 119FC9821F | Finance and insurance | Feb 10, 2024 |
| Largo, FL | D'Elia Financial Group, LLC | DA573ECFD0 | Finance and insurance | Aug 27, 2025 |
| Nashville, TN | D.L Butcher Consulting LLC | EFF6675B73 | Finance and insurance | Aug 6, 2024 |
| Joelton, TN | D.L. Butcher Consulting LLC | 7BFD9F1E7B | Finance and insurance | Jan 27, 2026 |
| Milledgeville, GA | D.M.D Solutions LLC | EEB48EDFD5 | Finance and insurance | May 21, 2024 |
| San Diego, CA | DALE WALKER INSURANCE AGENCY INC. | B6A032BA54 | Finance and insurance | Aug 26, 2025 |
| Southlake, TX | Dalmacia Insurance Agency, LLC | D0D3B26386 | Finance and insurance | Mar 3, 2026 |
| Saint Charles, IL | DAN BOROWIAK AGENCY, INC. | 49A4FC77E4 | Finance and insurance | Nov 14, 2023 |
| Ellenville, NY | DAN COUSE INSURANCE AGENCY INC. | 6DEC018FD2 | Finance and insurance | Mar 27, 2025 |
| Dallastown, PA | Dan Martin Insurance and Financial Services | 09103D972B | Finance and insurance | Apr 28, 2026 |
| Hunt Valley, MD | DANAHER FINANCIAL LLC | A6DC09365A | Finance and insurance | Mar 25, 2025 |
| Villa Park, IL | Daniel De La Cruz Ins. Agency, Inc. | 77A39E5AA7 | Finance and insurance | Oct 20, 2023 |
| Tulsa, OK | Daniel Doan Agency LLC | B48FE02411 | Finance and insurance | Mar 13, 2025 |
| Azle, TX | Daniels Legacy Properties LLC | E182F00285 | Finance and insurance | Feb 24, 2026 |
| South Salt Lake, UT | Dario Garcia Insurance Agency, Inc. | 7952BB5E0B | Finance and insurance | Dec 16, 2025 |
| Warrenton, OR | Darleen Warren Insurance LLC | 96E7FCDA82 | Finance and insurance | Aug 9, 2024 |
| Farmington Hills, MI | DARYL L. GILLIAM INSURANCE AGENCY, INC. | 011373D69C | Finance and insurance | May 29, 2025 |
| Ringgold, GA | Daugherty Agency, LLC | A21312C551 | Finance and insurance | Aug 29, 2025 |
| Gulfport, FL | David Property Holdings, LLC | 6CDAC9A7D0 | Finance and insurance | Aug 22, 2025 |
| Agoura Hills, CA | David Rosales Insurance Agency | E9D91403A6 | Finance and insurance | Mar 10, 2025 |
| Raleigh, NC | David S. White, Inc. | D9EAA598F1 | Finance and insurance | Jun 15, 2026 |
| Austin, TX | David Simmons Insurance and Financial Services, Inc. | 651CDB681E | Finance and insurance | Oct 24, 2024 |
| Salt Lake City, UT | DAVID WIERSCHEM INSURANCE AND FINANCIAL SERVICES, INC. | 838D598BE7 | Finance and insurance | Jul 31, 2024 |
| Salt Lake City, UT | David Wiershem Insurance and Financial Services, Inc. | 65A3D2FCF5 | Finance and insurance | Mar 26, 2024 |
| Reynoldsburg, OH | Davie Financial Services, Inc | E6BD57EBE4 | Finance and insurance | Apr 9, 2025 |
| New York, NY | Davis Capital Advisors, LLC | 936137D404 | Finance and insurance | Jan 2, 2025 |
| Shelby Township, MI | Davis Capital Management, LLC | DC86D8BD05 | Finance and insurance | Jul 19, 2024 |
| Las Vegas, NV | Davis Insurance and Financial Services, Inc. | FA34836BDA | Finance and insurance | Jul 23, 2024 |
| Cleveland, TN | DAWN HARP AGENCY, LLC | 28CD1246C7 | Finance and insurance | Nov 18, 2025 |
| Springfield, OR | Dburian Inc. | A94E0BD0BB | Finance and insurance | Sep 30, 2025 |
| Foxboro, MA | DC Advisors, LLC | 31137AF786 | Finance and insurance | Jul 19, 2024 |
| Manvel, TX | DC Dowell and Associates, Inc. | 7C7A580978 | Finance and insurance | Dec 21, 2023 |
| Encino, CA | DC Insurance Services, Inc. | 37CDCD45E5 | Finance and insurance | Nov 20, 2024 |
| Miami, FL | DE LA CRUZ INSURANCE GROUP INC | B8308D12B0 | Finance and insurance | Mar 26, 2026 |
| Kingman, AZ | Deana M Nelson Insurance Agency, Inc. | A843D0C341 | Finance and insurance | Jan 23, 2026 |
| Orlando, FL | Deca Insure | ABD7004E33 | Finance and insurance | Mar 6, 2025 |
| Sacramento, CA | DeCamilla Capital Management LLC | 98EF599708 | Finance and insurance | Nov 16, 2023 |
| North Palm Beach, FL | DeCarolis Insurance Group Inc | A5509316B1 | Finance and insurance | Sep 30, 2025 |
| Decatur, AL | Decatur Family Pharmacy LLC | 8C0C93239D | Finance and insurance | Nov 24, 2023 |
| Corona, CA | DEE SALAS INSURANCE AGENCY INC. | B2C933A933 | Finance and insurance | Jan 22, 2024 |
| Orlando, FL | Del Valle Insurance LLC | EF4983ADE9 | Finance and insurance | Oct 22, 2024 |
| El Paso, TX | Delafuente Insurance Services 2, Inc. | F88B745B82 | Finance and insurance | Jun 15, 2026 |
| Columbia, SC | Dempster Investments LLC | FC6B9B31F5 | Finance and insurance | Mar 12, 2024 |
| Sanger, CA | DEO SPERAVI INC. | 4D3CE4C18C | Finance and insurance | Feb 6, 2025 |
| Bellevue, MI | Derek Maddox Agency, LLC | 55A79A7BC4 | Finance and insurance | Mar 13, 2026 |
| Olympia, WA | Derek Thomas Insurance Agency, Inc. | BAD86CC88F | Finance and insurance | Jul 10, 2025 |
| Phoenix, AZ | DESERT CAPITOL SERVICES, LLC | 971E43CD4C | Finance and insurance | Sep 16, 2025 |
| Saint George, UT | Desert Crest Insurance LLC | 8594FF9A94 | Finance and insurance | Nov 11, 2023 |
| St. George, UT | DESERT CREST INSURANCE, LLC | 4E52CBD7D9 | Finance and insurance | Aug 28, 2024 |
Alphabetical order — this site ranks no one. Businesses whose latest 7(a) or 504 loan was approved since October 1, 2023, in the SBA file as of June 30, 2026. Earlier borrowers are found by search. How to read this.