Finance and insurance — page 7 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 |
|---|---|---|---|---|
| Boise, ID | Rick Roby Agency LLC | A9DB79A976 | Finance and insurance | Nov 10, 2023 |
| Indianapolis, IN | Rick Smith Insurance Agency, Inc | F9B89B7C99 | Finance and insurance | Oct 30, 2024 |
| San Luis Obispo, CA | Riedstra Otto Enterprises LLC | 512061C65C | Finance and insurance | May 7, 2024 |
| Dallas, TX | Riehn Insurance Group Inc | 7420B1AB06 | Finance and insurance | Feb 17, 2025 |
| Minneapolis, MN | Rife Family Insurance and Investment Services LLC | 53DB71B9DD | Finance and insurance | Apr 22, 2026 |
| Tarrytown, NY | Ringler & Co. LLC | 7F6DA054AA | Finance and insurance | Nov 28, 2023 |
| Miami, FL | RISCOLIFE LLC | BA57C625E7 | Finance and insurance | Nov 13, 2025 |
| Chicago, IL | Risk Management Solutions of America, Inc. | C5E32A812D | Finance and insurance | Dec 19, 2024 |
| Stuart, FL | River Crest Insurance, LLC | FCFDFD4805 | Finance and insurance | Oct 27, 2023 |
| Charlotte, NC | Rivera Garcia Prestige LLC | 25D1CF95FC | Finance and insurance | Jun 5, 2026 |
| Westlake Village, CA | Rize Risk Insurance Brokers | 0D6CA273CF | Finance and insurance | Apr 7, 2026 |
| Sunrise, FL | Rizo-Garcia Insurance LLC | 4499104BA8 | Finance and insurance | May 13, 2024 |
| Millbrae, CA | Rizwan Shaikh Insurance Solutions, LLC | 87599FF207 | Finance and insurance | May 22, 2024 |
| Schofield, WI | RJ Kreager Investments, LLC | E1440170CE | Finance and insurance | Apr 5, 2024 |
| Glendale, CA | ROADGUARD INSURANCE SERVICES, INC | 0E32B6E464 | Finance and insurance | Feb 19, 2026 |
| Eugene, OR | ROB OLIVE INSURANCE AGENCY, INC | 1614BD99AD | Finance and insurance | Jan 13, 2026 |
| Interlaken, NY | Robby Jay Unlimited LLC | 827E933CEB | Finance and insurance | Jan 27, 2026 |
| Township Of Washington, NJ | Robert J Giordano Limited Liability Company | 039C9DC887 | Finance and insurance | Jul 9, 2025 |
| Lancaster, OH | Robert Pritchard Agency Inc. | 3CD7705EBB | Finance and insurance | May 12, 2025 |
| Las Vegas, NV | Robertson Services LLC | 534D4A6687 | Finance and insurance | Sep 16, 2025 |
| Indialantic, FL | Robinson Insurance, Inc. | D8E68812CA | Finance and insurance | May 14, 2025 |
| Arlington, TX | ROBINSON LEGACY PARTNERS, LLC. | 3888590DE3 | Finance and insurance | Apr 2, 2025 |
| Dallas, TX | Robnett & Associates, LLC | 3E38DEDEF7 | Finance and insurance | Mar 22, 2024 |
| Downey, CA | Rocio Ayala Insurance Agency LLC | CB6F669A72 | Finance and insurance | Jan 6, 2025 |
| Medford, NJ | Rock Insurance Agency, Inc. | 1D871B3B1D | Finance and insurance | Oct 28, 2023 |
| Lafayette, LA | Rock Private Wealth Management, LLC | 086E42EA4C | Finance and insurance | Jul 10, 2025 |
| Islip Terrace, NY | Rockline Wealth Management LLC | B6BAC5EB2C | Finance and insurance | Sep 25, 2024 |
| Loveland, CO | Rogers Insurance Agency | 0625719E14 | Finance and insurance | Dec 22, 2025 |
| Miami, FL | ROHR PRIVATE WEALTH MANAGEMENT LLC | A7963D173A | Finance and insurance | Feb 26, 2025 |
| Clarksville, TN | ROI Financial Group | A98B3C32B8 | Finance and insurance | Aug 28, 2025 |
| Oakland, CA | Romar Wealth Management LLC | 163C2E3438 | Finance and insurance | May 28, 2026 |
| Ozark, MO | Rone and Associates LLC | F8A18D840C | Finance and insurance | Aug 22, 2025 |
| Encinitas, CA | ROOT FINANCIAL PARTNERS, LLC | 1DCF655C80 | Finance and insurance | Jan 8, 2025 |
| Littleton, CO | ROQ Solutions, LLC | B448F876B1 | Finance and insurance | Jan 27, 2025 |
| Agoura Hills, CA | Rosales Agency Inc. | F088BCE4A9 | Finance and insurance | Apr 19, 2026 |
| Edwardsville, IL | ROSE HILL GROUP LLC | 5EE51B4895 | Finance and insurance | Sep 25, 2025 |
| Ramsey, NJ | Rose Wealth Advisors | F9FF922502 | Finance and insurance | Nov 18, 2023 |
| Chicago, IL | Rovner Wealth Management LLC | 1639633307 | Finance and insurance | Jan 9, 2026 |
| Clinton Township, MI | ROYAL OATH, INC. | E86F1D2C8C | Finance and insurance | Nov 16, 2023 |
| Tampa, FL | RR INSURANCE SOLUTIONS LLC | EBE575EE8B | Finance and insurance | Mar 24, 2025 |
| Irvine, CA | RSR Insurance Services, Inc. | 8D19EC8EFB | Finance and insurance | Nov 15, 2023 |
| Billings, MT | RUDY STRNAD INSURANCE AND FINANCIAL SERVICES, LLC & Ilum-Kyber, LLC | 25B1F6E864 | Finance and insurance | Jun 7, 2024 |
| Redlands, CA | RUGGIERI FINANCIAL & INSURANCE SERVICES, INC. | 4D7A0C6CEF | Finance and insurance | Sep 15, 2025 |
| Latham, NY | Rullo Agency Group, LLC | 4839C4B311 | Finance and insurance | Nov 14, 2025 |
| Hauppauge, NY | RUSSELL CAPITAL GROUP LLC | 5634713207 | Finance and insurance | Apr 12, 2024 |
| Papillion, NE | Russell Solutions Inc | B92FBA0B79 | Finance and insurance | Mar 20, 2025 |
| Maple Grove, MN | RUTAR FINANCIAL SERVICES LTD | CBEBF6671C | Finance and insurance | Dec 23, 2024 |
| Noblesville, IN | RWI Wealth Strategies | 3A2E431490 | Finance and insurance | Dec 3, 2024 |
| Baton Rouge, LA | RWP Holdings, LLC | 215C2039F1 | Finance and insurance | Jul 28, 2025 |
| Dublin, OH | RxBridge, LLC | 0615D11523 | Finance and insurance | Apr 23, 2024 |
| Northglenn, CO | Ryan Murchie & Associates LLC | B3AF0D6409 | Finance and insurance | Aug 5, 2024 |
| Parkland, FL | Ryan R Adjusting, Inc. | 914774BDD3 | Finance and insurance | Aug 27, 2025 |
| Westlake, OH | RYAN SHOOP, LLC | 6313305D8A | Finance and insurance | Dec 13, 2023 |
| Mckinney, TX | RYNO CONSULTING, L.L.C. | 0B4AA1B192 | Finance and insurance | Sep 30, 2025 |
| East Northport, NY | S & A INSURANCE AGENCY, INC. | 5C243C7FAB | Finance and insurance | Jan 2, 2025 |
| Farmington Hills, MI | S & T Offices LLC | 1704579FA3 | Finance and insurance | Mar 29, 2024 |
| Wellington, FL | S Grimes LLC. | 32F087CB05 | Finance and insurance | Nov 13, 2025 |
| Houston, TX | S&S FINANCIAL SERVICES LLC | 34C306779E | Finance and insurance | May 5, 2026 |
| Houston, TX | S. GALLOWAY AGENCY, INC. | 6F217324AD | Finance and insurance | Aug 17, 2024 |
| Frankfort, KY | S.A.W. Holdings LLC | 03CF1908F0 | Finance and insurance | Mar 26, 2025 |
| Long Grove, IL | SABATH PROPERTY DAMAGE CONSULTANTS INC. | BB1D886437 | Finance and insurance | Mar 18, 2025 |
| Everett, MA | Sabatino Insurance Agency, Inc. | CA34680E37 | Finance and insurance | Jun 5, 2026 |
| Houston, TX | Saeed Holdings LLC | 3A491472F5 | Finance and insurance | May 22, 2026 |
| Spring Valley, NY | Safeside Insurance Brokerage Inc. | 838F2505D1 | Finance and insurance | May 21, 2025 |
| Port St. Lucie, FL | SAFETYNET INSURERS CORP | 2C2DC35402 | Finance and insurance | Sep 24, 2024 |
| Mckinney, TX | SAGAR ENTERPRISES LLC | EEBF3FF59C | Finance and insurance | Jan 27, 2026 |
| Sylvania, OH | Sage Trading Collective LLC | CB53D67401 | Finance and insurance | Nov 19, 2025 |
| Laguna Beach, CA | Sagent Wealth Management, LLC | 51C2A7702E | Finance and insurance | May 14, 2025 |
| Agoura Hills, CA | Saig Insurance Solutions, Inc. | 2FFE446A52 | Finance and insurance | Jul 9, 2024 |
| Monroe, WA | Sally Petty Agency Inc. | 82CFDD2098 | Finance and insurance | Apr 18, 2024 |
| Lebanon, IN | SALT AND LIGHT GROUP LLC | C242F5A4BF | Finance and insurance | Mar 12, 2025 |
| Houston, TX | Salute Mortgage LLC | CA0909159C | Finance and insurance | Mar 6, 2025 |
| East Brunswick, NJ | Salvation Financial Inc | 3F726F324B | Finance and insurance | Jun 30, 2026 |
| Brooklyn, NY | Sammy Martinez Insurance Agency, Inc | 7C352101B8 | Finance and insurance | Dec 4, 2024 |
| Lumberton, NC | Sampson Insurance Management, Inc. | DACDADB8E0 | Finance and insurance | Oct 29, 2024 |
| Saratoga Springs, UT | SANDERS INSURANCE LLC | 853B293DDC | Finance and insurance | Nov 27, 2024 |
| Covina, CA | SANDOVAL INSURANCE & FINANCIAL SERVICES INC. | 3233063F75 | Finance and insurance | Apr 8, 2026 |
| Miami, FL | SANITY BEHAVIORAL HEALTH CORP | 5D284C7DAB | Finance and insurance | Jul 5, 2024 |
| Brooklyn, NY | SAPPHIRE BROKERAGE INC. | A9FBB1FA27 | Finance and insurance | Jan 6, 2024 |
| Miami, FL | Sarifa Insurance Brokers Inc | 3DEDD66D93 | Finance and insurance | Jan 24, 2025 |
| Chevy Chase, MD | Saturn Commercial Finance Inc | 1FA1AE91F1 | Finance and insurance | Feb 26, 2026 |
| Charleston, WV | Savvy Social Security Strategies LLC | 9E841CC35B | Finance and insurance | Mar 15, 2024 |
| Burlingame, CA | SAZZE PARTNERS, INC. | A1005DD8BD | Finance and insurance | May 7, 2025 |
| Fresno, CA | SB Brothers Investments, LLC | F2A3160927 | Finance and insurance | Aug 4, 2025 |
| Caledonia, MI | SBG PC Insurance Agency LLC | E5D464261F | Finance and insurance | Sep 24, 2025 |
| Wilson, NC | SBL of Wilson LLC | BAA2DCF845 | Finance and insurance | Jun 3, 2024 |
| Huntingburg, IN | SCHATZ INSURANCE AGENCY, INC. | A60B159E87 | Finance and insurance | Feb 8, 2026 |
| Maple Grove, MN | Schelitzche Group, Inc. | 9A9DBB921A | Finance and insurance | Mar 24, 2025 |
| Boone, IA | Schmidt Financial Group, LLC | DF6321D597 | Finance and insurance | Feb 6, 2024 |
| Chalfont, PA | Schnee Inc | 630EAC88E9 | Finance and insurance | Apr 23, 2024 |
| Yorba Linda, CA | Schulze Enterprises Inc. | 7042E65F2B | Finance and insurance | Jan 27, 2026 |
| Quincy, IL | Schwartz Insurance Agency, LLC | E1237ED252 | Finance and insurance | Sep 3, 2025 |
| Canonsburg, PA | Schwarzel LLC | E293C7444E | Finance and insurance | Jun 20, 2024 |
| Columbus, IN | Scott C Weatherford LLC | AF2D42A5E9 | Finance and insurance | Nov 17, 2023 |
| St Louis, MO | Scott Clayton Agency | 867F9C165E | Finance and insurance | May 29, 2024 |
| Hudsonville, MI | Scott Jost Agency LLC | B0A4C1156C | Finance and insurance | Feb 24, 2025 |
| Beeville, TX | Scotten Insurance Agency LLC | 01BF7E21F3 | Finance and insurance | Aug 26, 2024 |
| Mcdonough, GA | SDD Enterprise Holdings LLC | 7819881DEA | Finance and insurance | Feb 11, 2025 |
| Hicksville, NY | SEA CLIFF AGENCY, INC. | 10ABB88735 | Finance and insurance | Jun 1, 2026 |
| Tukwila, WA | Seattle Insurance Group LLC | 13B661C8AF | Finance and insurance | Feb 20, 2026 |
| Boynton Beach, FL | SEBOLIS AUTO INSURANCE LLC | 24E2B1E3E2 | Finance and insurance | Apr 21, 2025 |
| Williamsburg, VA | Secured Assets LLC | E0AB7FF6EA | Finance and insurance | Mar 5, 2025 |
| Minneapolis, MN | Secured Retirement Associates, LLC | 6874168B32 | Finance and insurance | Mar 3, 2025 |
| Port Washington, NY | SECURIFY AGENCY INC. | 971D0EDF4A | Finance and insurance | Jun 4, 2024 |
| Greenwood Village, CO | Segler Wealth Management LLC | 628A7B0708 | Finance and insurance | Oct 24, 2024 |
| Mahwah, NJ | Segro Financial Services LLC | B7975E4DE9 | Finance and insurance | Mar 5, 2026 |
| Aurora, IL | Seguromex Insurance Agency Inc. | 55080D8E4A | Finance and insurance | Sep 30, 2025 |
| San Sebastian, PR | SEGUROS DIAZ & DIAZ, LLC | 9BD105D7E8 | Finance and insurance | Mar 26, 2025 |
| Wimauma, FL | Seguros Maria Debes LLC | E968DE227C | Finance and insurance | Apr 22, 2024 |
| San Juan, PR | Seguros Yasmin Belen & Asociados Inc | DBDA356F68 | Finance and insurance | Jun 5, 2024 |
| Ridgefield, NJ | Seins Agency LLC | A77AC4E835 | Finance and insurance | Apr 10, 2025 |
| Seminole, OK | Seminole Insurance Agency, Inc | 25F38CF366 | Finance and insurance | Dec 15, 2023 |
| Goose Creek, SC | Senior Care Insurance Services LLC | 28E1ECB643 | Finance and insurance | Feb 14, 2024 |
| Papillion, NE | Senior Legacy Partners | 06472728ED | Finance and insurance | Oct 20, 2023 |
| Collegeville, PA | Sensenig Capital Advisors, Inc. | 907F8E5078 | Finance and insurance | Jul 30, 2025 |
| Chicago, IL | Serenity Investment Advisors LLC | D0AE06E390 | Finance and insurance | Nov 16, 2023 |
| Liberty, MO | Serenity Now, LLC | A14CF3B86D | Finance and insurance | Jun 12, 2024 |
| Long Beach, CA | Serenity Wealth Management Corp. | 0E05C3E3FB | Finance and insurance | May 15, 2026 |
| Bethlehem, PA | Serratelli Financial Group LLC | DE2FEA4F6F | Finance and insurance | Apr 27, 2026 |
| Boynton Beach, FL | SERVICE FIRST PROCESSING, INC. | 978BF6E3E4 | Finance and insurance | Jan 16, 2025 |
| Baltimore, OH | Service Lane Claims, LLC | 094554342B | Finance and insurance | Jun 5, 2026 |
| Little Elm, TX | Seven Streams Financial LLC | 592FB1A583 | Finance and insurance | Jun 20, 2025 |
| Issaquah, WA | SGEA, LLC | D09305CBB3 | Finance and insurance | Nov 24, 2025 |
| Alexandria, VA | SH State Farm Agent LLC | A555F506DC | Finance and insurance | Apr 24, 2024 |
| Cottonwood, AZ | SHAMUS FINANCIAL LLC | FC174FC370 | Finance and insurance | May 7, 2024 |
| Ellicott City, MD | Shapiro & Lipchin Wealth Management, LLC | D13CC50E76 | Finance and insurance | Jun 24, 2024 |
| Florence, AL | Shawn O. Short, Inc. | 3B60CF15F1 | Finance and insurance | Jun 22, 2026 |
| San Diego, CA | SHEFFLER INSURANCE SERVICES LLC | AB2A8AF4B8 | Finance and insurance | Apr 9, 2024 |
| Fort Smith, AR | Shelter Insurance Wade Gilkey | E436F69993 | Finance and insurance | Jun 17, 2026 |
| Worcester, MA | Sheppard Agency & Goosehead Insurance | D21FBD30DE | Finance and insurance | Apr 19, 2024 |
| Thousand Oaks, CA | Sherfina Advisors | 61786A8E95 | Finance and insurance | Apr 26, 2024 |
| Mcdonough, GA | SHERRY DEVOUSE-DENNARD AGENCY LLC | 0BF02A2CAF | Finance and insurance | Mar 4, 2025 |
| Westlake Village, CA | SHIDOOSH WEALTH MANAGEMENT LLC | 462CBF21B6 | Finance and insurance | May 6, 2025 |
| Fresh Meadows, NY | Shimon Agency Group Inc. | FF6445E300 | Finance and insurance | Mar 20, 2025 |
| Anderson, SC | SHK & ASSOCIATES | CCA2AE45BF | Finance and insurance | May 16, 2025 |
| Universal City, TX | SHOBE INVESTMENTS, LLC | 65682F5DCA | Finance and insurance | Jan 4, 2024 |
| Rockledge, FL | SICHLER LLC | C29B630210 | Finance and insurance | Dec 10, 2024 |
| Boca Raton, FL | Sicuro Health LLC | 393AC3F0E6 | Finance and insurance | May 28, 2025 |
| Columbus, OH | SIG 2 LLC | 6B87A6E91E | Finance and insurance | Jun 13, 2024 |
| San Diego, CA | SILICON VALLEY INSURANCE CENTER INC. | C0A3773850 | Finance and insurance | Feb 6, 2025 |
| Orchard Park, NY | Silver Grove Financial Group, Inc. | 435A0574D0 | Finance and insurance | May 13, 2025 |
| Renton, WA | SILVERS & COMPANY INVESTMENT PROPERTIES LLC | 63E92FC41E | Finance and insurance | May 27, 2024 |
| Wantagh, NY | SILVIO FINANCIAL, INC. | CD4318383D | Finance and insurance | Jan 6, 2025 |
| Kings Point, NY | Siminou Wealth Management Corp. | 4E49731229 | Finance and insurance | Feb 27, 2026 |
| Rosedale, NY | Simple Safe Insurance Agency Inc | 7DB6552391 | Finance and insurance | Jun 3, 2024 |
| Dallas, TX | Simple Safe Insurance Agency Inc | 54244BA021 | Finance and insurance | Apr 23, 2025 |
| Nutley, NJ | SIMPLEWAY SOLUTIONS CORP | C9E8A22611 | Finance and insurance | Jun 15, 2026 |
| Riverview, MI | Simplified Insurance Solutions LLC | 02EDF555E1 | Finance and insurance | Mar 19, 2026 |
| Corona, CA | SIMPLIFIED WEALTH MANAGEMENT INC. | 944FE7A839 | Finance and insurance | Aug 23, 2024 |
| Kissimmee, FL | SINGH BROTHERS INSURANCE LLC | 3355FB2F51 | Finance and insurance | Feb 29, 2024 |
| Reading, PA | Singleton Insurance, LLC | F2F71E48AD | Finance and insurance | Mar 28, 2024 |
| Denver, CO | SISCerts+ | 4B749204E1 | Finance and insurance | Mar 7, 2024 |
| Bend, OR | SJ CARROLL INSURANCE AND FINANCIAL SERVICES, LLC | 5DF32C5B1D | Finance and insurance | Feb 13, 2026 |
| Alpharetta, GA | SJJ HOLDINGS LLC | 55A18EFC26 | Finance and insurance | Jan 30, 2026 |
| Las Vegas, NV | SJJ Insurance Services LLC | E05428782A | Finance and insurance | Jan 8, 2026 |
| Rockville Centre, NY | SKY Solutions Services Inc. | 6BB15C1B15 | Finance and insurance | May 14, 2025 |
| Oklahoma City, OK | Slate 5, LLC | D051368814 | Finance and insurance | Dec 21, 2023 |
| Delano, MN | Slate Small Business Solutions, Inc. | 147AFC210D | Finance and insurance | Jan 30, 2024 |
| San Antonio, TX | SLAYDON INSURANCE AND FINANCIAL SERVICE | 3E4D15217A | Finance and insurance | Apr 9, 2025 |
| Mt Clemens, MI | Small Business Health Insurance, LLC | 39B0A15326 | Finance and insurance | Apr 23, 2026 |
| Chico, CA | Smart Holdings LLC | 0FD6651066 | Finance and insurance | Dec 9, 2023 |
| Tampa, FL | Smith & Soba Insurance Group LLC | 354AF717E2 | Finance and insurance | Sep 12, 2024 |
| Sarasota, FL | Smith Insurance & Risk Management LLC | 6B5934FB76 | Finance and insurance | May 5, 2026 |
| Bloomington, IN | Smith Insurance Group, LLC | 52594E0FBE | Finance and insurance | May 13, 2025 |
| West Palm Beach, FL | SML Health Solutions LLC | CF1B042932 | Finance and insurance | Apr 27, 2026 |
| Greenville, IL | SMN Agency, Inc | B8F013117D | Finance and insurance | Feb 27, 2024 |
| Granite Bay, CA | Solera Office LLC | DAF61609D7 | Finance and insurance | Aug 1, 2025 |
| Miramar, FL | Solerr Corp | 88D38008C6 | Finance and insurance | Feb 6, 2026 |
| White Plains, NY | Soliman Insurance Agency LLC | C0BB7092C5 | Finance and insurance | Jun 23, 2026 |
| Beverly, MA | Solomon Private Wealth, LLC | 0F4451F89A | Finance and insurance | Mar 18, 2025 |
| Metairie, LA | Sondra Gayle Insurance Agency Inc. | 28110B843C | Finance and insurance | Oct 31, 2023 |
| Metairie, LA | Sondra Gayle Insurance Agency Inc. | 473292BAF1 | Finance and insurance | Oct 1, 2024 |
| Houston, TX | SONIA PEREZ INSURANCE AGENCY LLC | 9C1B428558 | Finance and insurance | Oct 2, 2024 |
| Sonoma, CA | SONOMA WEALTH ADVISORS, LLC | CA0A902A9C | Finance and insurance | Oct 24, 2023 |
| Austin, TX | Sotelo Agency Group, LLC | BA9CAED356 | Finance and insurance | Nov 20, 2024 |
| Streamwood, IL | SOTO INSURANCE AGENCY INC | 8B79E993CC | Finance and insurance | Apr 29, 2025 |
| Covington, LA | Soto Properties LLC | D289228640 | Finance and insurance | Sep 26, 2024 |
| Shoreline, WA | Sound Senior Assistance, Inc. | 21A2E18F4F | Finance and insurance | Apr 9, 2026 |
| Walpole, MA | SOUND VIEW FINANCIAL ADVISORS LLC | 87254B2DF7 | Finance and insurance | Feb 17, 2026 |
| Rochester, NY | SOUTH ATM INC. | C1B32EA857 | Finance and insurance | Jun 13, 2024 |
| Phoenix, AZ | SOUTH MOUNTAIN SERVICES LLC | D4DB9BFE53 | Finance and insurance | Jun 24, 2026 |
| Sacramento, CA | SOUTH SACRAMENTO INSURANCE AGENCY | 4D45EC869F | Finance and insurance | May 14, 2026 |
| Opelika, AL | SOUTHERN EMPLOYER BENEFITS LLC | 1268BE563B | Finance and insurance | Nov 13, 2025 |
| Gulfport, MS | Southern Insurance Professionals LLC | F2D7E36132 | Finance and insurance | Mar 23, 2026 |
| Miami, FL | Southern States Mortgage Inc. | B7FCE7003B | Finance and insurance | Apr 7, 2025 |
| Fontana, CA | Southland Auto Insurance Services, Inc. | 86951F386C | Finance and insurance | Sep 24, 2025 |
| Flower Mound, TX | Southwest Insurance Management Group, Inc | C62784BBD7 | Finance and insurance | Dec 10, 2024 |
| Balaton, MN | Southwest Insurance Services, LLC | BF09BB1B31 | Finance and insurance | Apr 26, 2024 |
| Babylon, NY | Sovereign Financial, Inc | AC2BE875F7 | Finance and insurance | Oct 19, 2023 |
| Atlanta, GA | Sovereign Insurance Agency | E767662D76 | Finance and insurance | Jul 22, 2025 |
| Brooklyn, NY | SP Insurance Agency Inc | AF4DA8B211 | Finance and insurance | Jan 23, 2026 |
| Osseo, MN | SPAJW LLC | D8C6574C27 | Finance and insurance | Sep 24, 2024 |
| Indianapolis, IN | SPARTAN CLAIMS LLC | 73FE957CC3 | Finance and insurance | Jan 10, 2025 |
| Plainfield, IN | SPARTAN CLAIMS LLC | 4D9FD6FCAE | Finance and insurance | Jan 10, 2025 |
| Holland, MI | Spears Agency, LLC | 8D544CDF81 | Finance and insurance | Nov 29, 2023 |
| Walnut Creek, CA | Specialists In Health Insurance Services, Inc. | 916122810F | Finance and insurance | May 16, 2024 |
| Sanford, FL | Specialized Benefit Advisors LLC | 6A2BEFC3DB | Finance and insurance | Oct 21, 2024 |
| Clark, NJ | SPECIALIZED HEALTH SERVICES LIMITED LIABILITY COMPANY | 48D2038461 | Finance and insurance | Jul 26, 2024 |
| Bourbonnais, IL | SPECTRUM INSURANCE GROUP, INC. | E40A2F0D7D | Finance and insurance | May 13, 2025 |
| Moreno Valley, CA | SPEEDY INSURANCE AGENCY, INC. | BCCF791850 | Finance and insurance | Jul 24, 2024 |
| Falls Church, VA | Sposa Financial Services LLC | 7CF2A107E7 | Finance and insurance | Sep 12, 2025 |
| Fort Myers, FL | SPROUSE INSURANCE AGENCY, LLC | 2790EF83C4 | Finance and insurance | Sep 22, 2025 |
| Lenexa, KS | SSJ Planning Group LLC | FE698567C1 | Finance and insurance | Aug 9, 2024 |
| Plano, TX | Stansell Wealth Planning, LLC | 50F6B48D6C | Finance and insurance | Nov 7, 2024 |
| Tulsa, OK | Statewide General Agency, Inc. | 17B2E59CE4 | Finance and insurance | Dec 10, 2025 |
| Forney, TX | STATON FINANCIAL, INC. | BCE22330D5 | Finance and insurance | Jul 9, 2025 |
| Dallas, OR | Steele Insurance Agency, Inc. | 6C3C7523AD | Finance and insurance | Aug 1, 2024 |
| Winston Salem, NC | STEF HAMILTON INS. AGENCY, INC. | 0B2F48DA11 | Finance and insurance | May 22, 2025 |
| Greer, SC | STELLAR SC LLC | E69C577F4E | Finance and insurance | Feb 7, 2025 |
| New York, NY | STEPAN LLC | 5F64948F64 | Finance and insurance | Apr 26, 2024 |
| Encinitas, CA | Stepanian Agency & Financial, Inc. | 25026D6139 | Finance and insurance | Mar 19, 2026 |
| Canal Fulton, OH | Stephen Greer Insurance and Financial Services, LLC | 3169696BC7 | Finance and insurance | Jun 5, 2024 |
| Sparks, NV | Sterling Shield Insurance LLC | 9940458892 | Finance and insurance | May 20, 2026 |
| Shepherdsville, KY | Steve Bell, Inc. | 5E2625248B | Finance and insurance | Jan 16, 2026 |
| Irmo, SC | Steve Price Agency | 0713CE7884 | Finance and insurance | Aug 6, 2024 |
| Reidsville, NC | Steven Dennis Insurance Agency, Inc | 617C7D2125 | Finance and insurance | Jun 26, 2026 |
| Fort Worth, TX | Stewardship Wealth Management LP | A62F36DC20 | Finance and insurance | Feb 11, 2026 |
| Huntington Beach, CA | Stickley Insurance Services | 175D2B4FB4 | Finance and insurance | Mar 19, 2026 |
| San Antonio, TX | Stillwater Risk Management I, Limited Liability Company | AB4A330D47 | Finance and insurance | Aug 16, 2024 |
| Phoenix, AZ | Storage Property Insurance LLC | 935A2BB0FE | Finance and insurance | Mar 13, 2025 |
| Leawood, KS | STORYONE LLC | 1A49F62A0A | Finance and insurance | May 8, 2024 |
| Boring, OR | Strada Financial Group LLC | 429D6374B2 | Finance and insurance | Sep 30, 2025 |
| Dallas, TX | Strata Wealth Advisors, LLC | 05EB54036B | Finance and insurance | May 20, 2025 |
| Palm Beach Gardens, FL | STRATEGIC BUSINESS BUDGETING LLC | BF866F2A93 | Finance and insurance | Jul 3, 2024 |
| Atlanta, GA | Strategic Loan Advisors LLC | C623DEA99D | Finance and insurance | Aug 29, 2025 |
| Carnegie, PA | Strategic Path LLC | 508FEC3A18 | Finance and insurance | Apr 6, 2024 |
| Doylestown, PA | Strategic Planning and Insurance Advisors, LLC | 3B3538DEAF | Finance and insurance | Mar 25, 2025 |
| Peoria, AZ | Strategy Property Management LLC | 4AD930F0ED | Finance and insurance | Dec 26, 2024 |
| Burleson, TX | STRATTON, WRIGHT & ZIEMER INSURANCE AND RISK MANAGEMENT, INC. DBA SWZ Insurance | 1AEF4CBC4B | Finance and insurance | Apr 9, 2026 |
| Dover, DE | STREAMREV HEALTHCARE SOLUTIONS LLC | A2A8D59604 | Finance and insurance | Jun 5, 2026 |
| Wheat Ridge, CO | Strong Financial, Inc. | A020BA4300 | Finance and insurance | Jul 9, 2024 |
| Kissimmee, FL | Strong Group Public Adjusters LLC | 207405CEFE | Finance and insurance | May 27, 2025 |
| San Antonio, TX | StroudLink LLC | E932E9F8DD | Finance and insurance | Feb 14, 2025 |
| Austin, TX | STUART NALEWAIK INSURANCE AGENCY LLC | 9CEE7882B9 | Finance and insurance | Apr 30, 2025 |
| Seven Hills, OH | Sua Sponte Partners, LLC | 8B9D6908F0 | Finance and insurance | Feb 26, 2025 |
| Hopkins, MN | Summit Fiduciary Group, Llc | 79FC9AA7F1 | Finance and insurance | Aug 22, 2025 |
| Englewood, CO | SUMMIT INSURANCE AGENCY LLC | 108B6FA3CD | Finance and insurance | Jun 15, 2026 |
| Leawood, KS | Summit Investment Advisors, Inc. | 03A75D21D7 | Finance and insurance | Feb 17, 2026 |
| Tucson, AZ | SUNCREST WEALTH MANAGEMENT, LLC | 6F00BBB1A9 | Finance and insurance | Feb 25, 2026 |
| Bay City, MI | Superior Insurance Group | 6F1EC4D9F8 | Finance and insurance | May 20, 2025 |
| Union City, NJ | SVALENCIA INSURANCE AGENCY LLC | 69018804E4 | Finance and insurance | Jul 15, 2024 |
| Collegeville, PA | SVJ Insurance Advisors Inc | A36BF116C1 | Finance and insurance | Feb 15, 2024 |
| Lakeland, FL | Swan City Insurance LLC | D6704993C6 | Finance and insurance | Sep 30, 2025 |
| Lakeland, FL | Swan City Insurance LLC | 510E4B9E99 | Finance and insurance | Sep 30, 2025 |
| Boca Raton, FL | SWELLSOFT LLC | 8B50381F32 | Finance and insurance | Mar 25, 2026 |
| Long Lake, MN | Swenson Insurance Agency L.L.C. | B3FC1E0DAB | Finance and insurance | Apr 15, 2025 |
| Brandon, FL | SWIFT HOME MORTGAGE, LLC | 7D20A01A9B | Finance and insurance | Mar 3, 2025 |
| Charleston, WV | Swor Insurance Agency LLC | 4D74BF6BB7 | Finance and insurance | Jan 16, 2026 |
| Albuquerque, NM | Syndicus Financial and Insurance Services LLC | 41E3741F6F | Finance and insurance | Jan 26, 2026 |
| Duluth, GA | T&S Industries LLC | 3AD63261C3 | Finance and insurance | Aug 13, 2024 |
| Spring Hill, TN | T&S Industries LLC | E5359417F0 | Finance and insurance | Aug 13, 2024 |
| Virginia Beach, VA | T. WAYNE ENTERPRISES LLC | 5CD980B31C | Finance and insurance | Jul 17, 2025 |
| Sauquoit, NY | T5 Insurance Services, LLC | 102BB2CAF5 | Finance and insurance | Aug 28, 2024 |
| Metamora, IL | TAG INSURANCE HOLDINGS, LLC | 659AEC3C37 | Finance and insurance | Jan 26, 2026 |
| Rexburg, ID | Tagg Jeppesen Agency, Corp | 2EB16B6EEA | Finance and insurance | Jan 6, 2024 |
| Blaine, MN | Taggart Development LLC | DE3717E544 | Finance and insurance | Aug 12, 2024 |
| Fairfield, CT | TAILORED WEALTH LLC | A1996C0CA1 | Finance and insurance | Jul 15, 2024 |
| Fairfield, CT | TAILORED WEALTH LLC | 53FBD611D3 | Finance and insurance | Feb 27, 2026 |
| Bradenton, FL | Take a Chance Enterprise LLC | F9692C74F0 | Finance and insurance | Jan 21, 2025 |
| Chesterton, IN | TAL INVESTMENT GROUP, INC. | 86587EF4D7 | Finance and insurance | Oct 31, 2023 |
| Fargo, ND | Tanner Bittner Agency LLC | A98D4B5DBD | Finance and insurance | Oct 11, 2024 |
| Sioux Falls, SD | Tanner Grosz & Associates LLC | 4D5AE5F75C | Finance and insurance | Jan 12, 2026 |
| Lakewood, NJ | TARGETED CFO SOLUTIONS LLC | 302E8E2522 | Finance and insurance | Aug 13, 2024 |
| Charlotte, NC | Tavares James LLC | F506DB3D34 | Finance and insurance | Jan 15, 2026 |
| Clinton Township, MI | Tawanda Brown Hibbler Agency, LLC | 8895CFF7B6 | Finance and insurance | Apr 15, 2025 |
| Pleasant Grove, UT | TC INVESTMENTS, L.L.C. | DDF4073381 | Finance and insurance | Oct 25, 2024 |
| Pinson, AL | TCDS GROUP, LLC | 09464908D3 | Finance and insurance | Jan 30, 2026 |
| Tracy, CA | TCS Insurance Brokers | 09498CF309 | Finance and insurance | Jun 13, 2024 |
| Irvine, CA | TD CAPITAL | AB04824B08 | Finance and insurance | Feb 4, 2026 |
| Frisco, TX | TDB INSURANCE SERVICES LLC | F94545257A | Finance and insurance | Jan 28, 2026 |
| Westerville, OH | TDT FINANCIAL LLC | C91DE2D199 | Finance and insurance | May 15, 2025 |
| Levittown, NY | Techne Planning`LLC | 9F6C17CAF8 | Finance and insurance | Jan 9, 2024 |
| Mount Vernon, IL | Tedrick Insurance Agency, Inc. | BD446E5EAC | Finance and insurance | Jan 21, 2026 |
| Boca Raton, FL | TEFG, LLC | 1D7BD96E50 | Finance and insurance | Jul 9, 2024 |
| Waterford, MI | TELEGRAPH OFFICE PROPERTIES LLC | 7738773F9E | Finance and insurance | Jan 27, 2024 |
| Greenville, SC | Ten 3 One Services, LLC | 4E91CD7B51 | Finance and insurance | Apr 3, 2024 |
| North Ogden, UT | Tenax Acquisition Inc. | C9F73E383B | Finance and insurance | Jan 7, 2025 |
| Forest Park, GA | TERRELL STARR INSURANCE AGENCY, INC. | 0A54392562 | Finance and insurance | Apr 30, 2025 |
| Cabot, AR | TERRY INSURANCE AGENCY, LLC | 052119431C | Finance and insurance | May 31, 2025 |
| Hurst, TX | Texas American Insurers, Inc. | F3DC2B9F25 | Finance and insurance | Apr 17, 2026 |
| Humble, TX | Texas Elite Insurance Agency, LLC | 6EDA13FC6D | Finance and insurance | Nov 4, 2023 |
| Houston, TX | Texas Insurnace Choice LLC | E5648BE4B9 | Finance and insurance | Dec 18, 2023 |
| Houston, TX | TEXAS SOUTH STAR INSURANCE AGENCY | 7C4D034143 | Finance and insurance | Nov 21, 2023 |
| El Paso, TX | Texas State Insurance Agency, LLC | 5A8FD5C3BE | Finance and insurance | Feb 5, 2026 |
| Tempe, AZ | TEZ Adams Group (T.A.G.) LLC | D9916813BB | Finance and insurance | Apr 29, 2026 |
| Cypress, TX | TFW ALP, LLC | 33FB727ABC | Finance and insurance | Feb 28, 2025 |
| Burlington, MA | Thakkar Insurance Agency LLC | 28ED33287E | Finance and insurance | Apr 17, 2024 |
| Buffalo, NY | The 716 Agency LLC | 1138C4A01D | Finance and insurance | Dec 12, 2024 |
| Akron, OH | THE ALLEN THOMAS INSURANCE GROUP, INC. | D69724843A | Finance and insurance | Jul 22, 2025 |
| Traverse City, MI | The Baker Insurance Agency LLC | 4169871F95 | Finance and insurance | May 20, 2024 |
| Franklin, TN | The Benefit Group | 04AE2A629C | Finance and insurance | Jun 12, 2024 |
| Birmingham, AL | THE BOSSE AGENCY, LLC | D674C8082E | Finance and insurance | Jul 30, 2025 |
| Wrightsville Beach, NC | The Breit Group, LLC | A569D457C9 | Finance and insurance | Jul 22, 2025 |
| Bowling Green, KY | The Carpenter Agency LLC | 8AEA6AD69D | Finance and insurance | Jun 24, 2024 |
| Cornelius, NC | THE CBA GROUP, LLC | EA5B7FAAEB | Finance and insurance | Apr 22, 2025 |
| Spring Branch, TX | THE CHAFIN AGENCY LLC | D76AF2160D | Finance and insurance | Jun 2, 2025 |
| Prosper, TX | THE CHRIS HATFIELD AGENCY, INC | BCA30C7FF7 | Finance and insurance | Apr 24, 2024 |
| Marietta, GA | The D'Apice Agency LLC | 80AC5EE580 | Finance and insurance | Nov 27, 2024 |
| Sand Springs, OK | The Denaro Agency LLC | 6A5365D060 | Finance and insurance | May 21, 2024 |
| Salisbury, MD | The DiPietro Agency Inc | 26F1B3D55C | Finance and insurance | May 28, 2025 |
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.