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- Page 2

# New SBA loan approvals: finance & insurance businesses, page 2 of 4

Records 51 to 200 of the 500 newest listed for this hub. Source: U.S. SBA FOIA loan data.

[1](/hub/sbaloanpulse/industry/finance-insurance) 2 [3](/hub/sbaloanpulse/industry/finance-insurance/page/3) [4](/hub/sbaloanpulse/industry/finance-insurance/page/4)

| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| Ridge Road Wealth Management, LLC, NEW ORLEANS LA | NEW ORLEANS | Portfolio Management and Investment Advice | $350,000 | 2026-08-28 |
| JLH TRAINING LLC, FORT WAYNE IN | FORT WAYNE | Insurance Agencies and Brokerages | $890,000 | 2026-08-27 |
| Herbert Financial Group, Azusa CA | Azusa | Insurance Agencies and Brokerages | $1,905,000 | 2026-08-27 |
| All Things MLP LLC, LONG BEACH NY | LONG BEACH | Mortgage and Nonmortgage Loan Brokers | $935,000 | 2026-08-26 |
| WSDV, LLC, ALTADENA CA | ALTADENA | All Other Insurance Related Activities | $1,859,000 | 2026-08-26 |
| Insure U, LLC, NEWARK DE | NEWARK | Insurance Agencies and Brokerages | $920,000 | 2026-08-26 |
| First Step Mortgage LLC, VANCOUVER WA | VANCOUVER | Mortgage and Nonmortgage Loan Brokers | $692,000 | 2026-08-26 |
| JDI Properties LLC, CULLMAN AL | CULLMAN | Insurance Agencies and Brokerages | $668,800 | 2026-08-24 |
| American Senior Health Services of the Treasure Coast, STUART FL | STUART | Insurance Agencies and Brokerages | $1,530,000 | 2026-08-24 |
| Sure Group, inc, WELCH WV | WELCH | Insurance Agencies and Brokerages | $500,000 | 2026-08-21 |
| Bridger Properties, LLC, REDLANDS CA | REDLANDS | Portfolio Management and Investment Advice | $1,020,000 | 2026-08-20 |
| Cal Oak Insurance Agency, LLC, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Insurance Agencies and Brokerages | $982,000 | 2026-08-19 |
| Cornerstone Wealth Management LLC, Las Vegas NV | Las Vegas | Insurance Agencies and Brokerages | $993,000 | 2026-08-18 |
| Summer Portfolio LLC, GRAND BLANC MI | GRAND BLANC | Mortgage and Nonmortgage Loan Brokers | $222,000 | 2026-08-17 |
| Flagler County Insurance, LLC, PALM COAST FL | PALM COAST | Insurance Agencies and Brokerages | $2,231,000 | 2026-08-11 |
| State Farm, WHEAT RIDGE CO | WHEAT RIDGE | Insurance Agencies and Brokerages | $722,800 | 2026-08-11 |
| Astravia Family Wealth Office LLC, EL SEGUNDO CA | EL SEGUNDO | Portfolio Management and Investment Advice | $560,000 | 2026-08-07 |
| Reynolds Insurance Group Inc, MAGNOLIA TX | MAGNOLIA | Insurance Agencies and Brokerages | $2,690,000 | 2026-07-30 |
| AMERICAN DREAM INVESTMENT LLC, Lenoir City TN | Lenoir City | Insurance Agencies and Brokerages | $1,308,600 | 2026-07-22 |
| Clarity Asset Management, Inc., AMES IA | AMES | Portfolio Management and Investment Advice | $4,050,000 | 2026-07-16 |
| MICHIANA INSURANCE SERVICES INC, LA PORTE IN | LA PORTE | Insurance Agencies and Brokerages | $1,343,000 | 2026-07-16 |
| Cost Wise Insurance Center, STUDIO CITY CA | STUDIO CITY | Insurance Agencies and Brokerages | $2,017,000 | 2026-07-15 |
| EBR Premier Insurance Agency LLC, LONG BEACH CA | LONG BEACH | Insurance Agencies and Brokerages | $983,000 | 2026-07-10 |
| Better Health Corp, Ft. lauderdale FL | Ft. lauderdale | Insurance Agencies and Brokerages | $350,000 | 2026-07-06 |
| New Health Partners, MIAMI FL | MIAMI | Insurance Agencies and Brokerages | $5,000,000 | 2026-06-19 |
| Encore Health Advisors, LLC, Newport Beach CA | Newport Beach | Insurance Agencies and Brokerages | $500,000 | 2026-06-09 |
| Encore Health Advisors, LLC, Newport Beach CA | Newport Beach | Insurance Agencies and Brokerages | $1,000,000 | 2026-06-09 |
| New Spring Property LLC, LOS ANGELES CA | LOS ANGELES | Insurance Agencies and Brokerages | $2,128,000 | 2026-05-01 |
| Trinity Warranty Solutions LLC, LOMBARD IL | LOMBARD | All Other Insurance Related Activities | $4,760,000 | 2026-04-28 |
| Blake Bass Holdings LLC, SOUTHLAKE TX | SOUTHLAKE | Insurance Agencies and Brokerages | $2,610,000 | 2026-04-08 |
| Century One Insurance Services LLC, Los Angeles CA | Los Angeles | Insurance Agencies and Brokerages | $2,168,000 | 2026-03-27 |
| West Capital Lending, Inc., IRVINE CA | IRVINE | Mortgage and Nonmortgage Loan Brokers | $5,000,000 | 2026-02-06 |
| Visin Insurance Group LLC, RICHMOND TX | RICHMOND | Insurance Agencies and Brokerages | $4,030,000 | 2026-01-29 |
| INVESTABLE WEALTH MANAGEMENT INC, OAKWOOD OH | OAKWOOD | Miscellaneous Financial Investment Activities | $3,069,000 | 2026-01-27 |
| Potvin Agency, LLC, AUSTIN TX | AUSTIN | Insurance Agencies and Brokerages | $4,200,000 | 2026-01-14 |
| The Mullinax Agency LLC, WYANDOTTE MI | WYANDOTTE | Insurance Agencies and Brokerages | $150,000 | 2026-09-30 |
| Workman Agency LLC, SAN ANGELO TX | SAN ANGELO | Insurance Agencies and Brokerages | $100,000 | 2026-09-14 |
| Tibbetts Financial Inc., KANSAS CITY MO | KANSAS CITY | Portfolio Management and Investment Advice | $225,000 | 2026-08-20 |
| 300 FINANCIAL GROUP INC., CULVER CITY CA | CULVER CITY | Insurance Agencies and Brokerages | $250,000 | 2026-09-30 |
| Jarred Holladay Agency, LLC, Amarillo TX | Amarillo | Insurance Agencies and Brokerages | $260,000 | 2026-09-30 |
| Judd Edwards Agency, Heflin AL | Heflin | Insurance Agencies and Brokerages | $150,000 | 2026-09-28 |
| ALEX MORA INSURANCE AGENCY, INC., ORANGE CA | ORANGE | Insurance Agencies and Brokerages | $250,000 | 2026-09-28 |
| Fischco Property Management LLC, Chesapeake VA | Chesapeake | Insurance Agencies and Brokerages | $249,000 | 2026-09-28 |
| Brandon Greene Insurance Agency Inc, PITTSBURGH PA | PITTSBURGH | Insurance Agencies and Brokerages | $185,000 | 2026-09-25 |
| Burkett Commercial Real Estate LLC, Marietta GA | Marietta | Portfolio Management and Investment Advice | $131,000 | 2026-09-25 |
| PLATINUM RISK SOLUTIONS GROUP, LLC, HUMBLE TX | HUMBLE | Insurance Agencies and Brokerages | $200,000 | 2026-09-24 |
| ADRIANA MORA INSURANCE AGENCY, INC., ORANGE CA | ORANGE | Insurance Agencies and Brokerages | $250,000 | 2026-09-24 |
| Fortified Insurance Group, MIAMI FL | MIAMI | Insurance Agencies and Brokerages | $227,800 | 2026-09-23 |
| Martin Insurance, Columbus OH | Columbus | Insurance Agencies and Brokerages | $319,000 | 2026-09-23 |
| Kevin Bohlig Insurance Agency Inc, MINNEAPOLIS MN | MINNEAPOLIS | Insurance Agencies and Brokerages | $100,000 | 2026-09-22 |
| CANDOR WEALTH PARTNERS, LLC, MONROE LA | MONROE | Portfolio Management and Investment Advice | $293,000 | 2026-09-18 |
| INVESTMENT CONSULTING SERVICES, LLC, LOMBARD IL | LOMBARD | Portfolio Management and Investment Advice | $250,000 | 2026-09-18 |
| Senior Healthcare Group LLC, Raleigh NC | Raleigh | Insurance Agencies and Brokerages | $200,000 | 2026-09-18 |
| INVESTMENT CONSULTING SERVICES, LLC, LOMBARD IL | LOMBARD | Portfolio Management and Investment Advice | $350,000 | 2026-09-18 |
| Jaymaezing LLC, YUKON OK | YUKON | Insurance Agencies and Brokerages | $285,000 | 2026-09-17 |
| DON D DIEU LLC, NEW SMYRNA BEACH FL | NEW SMYRNA BEACH | Insurance Agencies and Brokerages | $368,000 | 2026-09-17 |
| EDWARDS INS AND FIN SVCS, INC, EVERETT WA | EVERETT | Insurance Agencies and Brokerages | $350,000 | 2026-09-15 |
| DAP INSURANCE SOLUTIONS LLC, GLENDALE AZ | GLENDALE | Insurance Agencies and Brokerages | $149,900 | 2026-09-10 |
| Woodward Insurance Agency, Yuba City CA | Yuba City | Insurance Agencies and Brokerages | $100,000 | 2026-09-10 |
| Unterseh-Schreder Insurance Agency LLC, WATERLOO IL | WATERLOO | Insurance Agencies and Brokerages | $230,000 | 2026-09-09 |
| Planes Medicos y Salud LLC, SAN JUAN PR | SAN JUAN | Insurance Agencies and Brokerages | $100,000 | 2026-09-09 |
| All Century Insurance Services, Inc., LOS ANGELES CA | LOS ANGELES | Insurance Agencies and Brokerages | $200,000 | 2026-09-09 |
| The Wealth Collaborative LLC, Lake Saint Louis MO | Lake Saint Louis | Portfolio Management and Investment Advice | $100,000 | 2026-09-09 |
| Hougom Insurance Agency, LLC, ONALASKA WI | ONALASKA | Insurance Agencies and Brokerages | $100,000 | 2026-09-09 |
| BLP Wealth Management LLC, Middleton WI | Middleton | Portfolio Management and Investment Advice | $300,000 | 2026-09-03 |
| Fullhr, Inc., Charlotte NC | Charlotte | Insurance Agencies and Brokerages | $125,000 | 2026-09-02 |
| Patriot Wealth Management, Inc., RALEIGH NC | RALEIGH | Investment Banking and Securities Intermediation | $350,000 | 2026-09-02 |
| EL TORRO INDUSTRIES LLC, SPRINGFIELD MO | SPRINGFIELD | Insurance Agencies and Brokerages | $295,000 | 2026-09-02 |
| MOR Lending Solutions, TAMPA FL | TAMPA | Mortgage and Nonmortgage Loan Brokers | $260,000 | 2026-09-02 |
| Dolson Insurance, Goshen IN | Goshen | Insurance Agencies and Brokerages | $450,000 | 2026-08-28 |
| JC&C Worldwide LLC dba Simplified Mortgage, Sanford FL | Sanford | Mortgage and Nonmortgage Loan Brokers | $300,000 | 2026-08-26 |
| Sebanda Insurance, West Miami FL | West Miami | Insurance Agencies and Brokerages | $100,000 | 2026-08-26 |
| HART INSURANCE GROUP INC., Dallas GA | Dallas | Insurance Agencies and Brokerages | $100,000 | 2026-08-25 |
| KTL Business Insurance Services Inc, DEL MAR CA | DEL MAR | Insurance Agencies and Brokerages | $200,000 | 2026-08-25 |
| Cobblestone Title Services, LLC, OVIEDO FL | OVIEDO | Direct Title Insurance Carriers | $137,200 | 2026-08-25 |
| Adam Kane Insurance Agency, Searcy AR | Searcy | Insurance Agencies and Brokerages | $135,000 | 2026-08-24 |
| Scott Marxer Insurance Agency, Inc., Pittsfield MA | Pittsfield | Insurance Agencies and Brokerages | $142,000 | 2026-08-24 |
| EAGLE PROCESSING SYSTEMS, LP, Kings Park NY | Kings Park | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $300,000 | 2026-08-21 |
| ROCKY MOUNTAIN INSURANCE BROKERS, INCORPORATED, BILLINGS MT | BILLINGS | Insurance Agencies and Brokerages | $116,000 | 2026-08-21 |
| JJW Claims Services LLC, COLTON CA | COLTON | Claims Adjusting | $150,000 | 2026-08-20 |
| Statesmen Capital, LLC, Indianapolis IN | Indianapolis | Insurance Agencies and Brokerages | $486,000 | 2026-08-20 |
| MORRISON AGENCY LLC, Louisburg KS | Louisburg | Insurance Agencies and Brokerages | $192,500 | 2026-08-19 |
| BLUEJAGUAR ENTERPRISES INC, Columbia SC | Columbia | Insurance Agencies and Brokerages | $150,000 | 2026-08-18 |
| CRIONNA WEALTH LLC, AVON CT | AVON | Portfolio Management and Investment Advice | $189,000 | 2026-08-17 |
| Cardinal Realty, LLC, Traverse City MI | Traverse City | Insurance Agencies and Brokerages | $854,000 | 2026-08-14 |
| The Hoskins Holdings LLC, UPPER MARLBORO MD | UPPER MARLBORO | Portfolio Management and Investment Advice | $100,000 | 2026-08-13 |
| SUMMIT 360 SOLUTIONS INC, MCKINNEY TX | MCKINNEY | All Other Insurance Related Activities | $247,000 | 2026-08-13 |
| Blakelock Financial Group, KINGWOOD TX | KINGWOOD | Portfolio Management and Investment Advice | $1,321,900 | 2026-08-12 |
| GSAW LLC, STEAMBOAT SPRINGS CO | STEAMBOAT SPRINGS | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $849,900 | 2026-08-11 |
| THRIVING ASSET MANAGEMENT LLC, PALO ALTO CA | PALO ALTO | Portfolio Management and Investment Advice | $500,000 | 2026-08-11 |
| Financial Management Associates, LLC, WINDHAM NH | WINDHAM | Portfolio Management and Investment Advice | $600,000 | 2026-08-10 |
| Prime Insurance Services, MCKINNEY TX | MCKINNEY | Insurance Agencies and Brokerages | $500,000 | 2026-08-10 |
| SKELTIS INSURANCE AGENCY LLC, MIDLAND MI | MIDLAND | Insurance Agencies and Brokerages | $390,000 | 2026-08-07 |
| Secure Solutions of Mt Sterling LLC, MOUNT STERLING KY | MOUNT STERLING | Insurance Agencies and Brokerages | $1,125,000 | 2026-08-07 |
| WELLESLEY HILLS FINANCIAL, LLC, NEWTON CENTER MA | NEWTON CENTER | Miscellaneous Intermediation | $200,000 | 2026-08-07 |
| WELLESLEY HILLS FINANCIAL, LLC, NEWTON CENTER MA | NEWTON CENTER | Miscellaneous Intermediation | $150,000 | 2026-08-07 |
| SUMMIT 360 SOLUTIONS INC, MCKINNEY TX | MCKINNEY | All Other Insurance Related Activities | $247,000 | 2026-08-06 |
| Kampakis Insurance Services, Inc., Birmingham AL | Birmingham | Insurance Agencies and Brokerages | $1,532,100 | 2026-08-05 |
| 56 Capital Partners Ltd, COLORADO SPRINGS CO | COLORADO SPRINGS | Portfolio Management and Investment Advice | $500,000 | 2026-08-05 |
| Southern Insurance Group, LLC, FRANKLIN TN | FRANKLIN | Insurance Agencies and Brokerages | $1,590,000 | 2026-08-04 |
| RH AGENCY CORPORATION, ROWLETT TX | ROWLETT | Insurance Agencies and Brokerages | $1,130,000 | 2026-08-04 |
| LEGACY UNDER GRACE, LLC, CAPE CORAL FL | CAPE CORAL | Insurance Agencies and Brokerages | $422,800 | 2026-08-03 |
| Runge and Associates Inc., KATY TX | KATY | Insurance Agencies and Brokerages | $1,933,100 | 2026-08-03 |
| SONIA CORTEZ INSURANCE AGENCY INC., BLACK DIAMOND WA | BLACK DIAMOND | Insurance Agencies and Brokerages | $646,900 | 2026-07-29 |
| Rittgers Insurance, LLC, West Point IA | West Point | Insurance Agencies and Brokerages | $1,074,300 | 2026-07-28 |
| Insurance and Trust, TAMPA FL | TAMPA | Insurance Agencies and Brokerages | $520,000 | 2026-07-28 |
| Amerisail Holdings LLC, GREENSBORO NC | GREENSBORO | Miscellaneous Financial Investment Activities | $1,550,000 | 2026-07-27 |
| Joe Allen LLC, Prescott AZ | Prescott | Miscellaneous Financial Investment Activities | $300,000 | 2026-07-27 |
| GEO-CORP, INC., Monterey Park CA | Monterey Park | Other Activities Related to Credit Intermediation | $1,485,000 | 2026-07-27 |
| MK's Trinity Insurance Agency LLC, BUTLER MO | BUTLER | Insurance Agencies and Brokerages | $643,000 | 2026-07-24 |
| Robert Thompson Insurance Agency LLC, Nashville TN | Nashville | Insurance Agencies and Brokerages | $191,000 | 2026-07-24 |
| GWR Insurance Group LLC, Gainesville FL | Gainesville | Insurance Agencies and Brokerages | $1,440,000 | 2026-07-23 |
| Dolson Insurance, Goshen IN | Goshen | Insurance Agencies and Brokerages | $1,300,000 | 2026-07-22 |
| Carolina Risk Partners LLC, WAKE FOREST NC | WAKE FOREST | Insurance Agencies and Brokerages | $200,000 | 2026-07-21 |
| Legacy Advisors, Inc., PALM BEACH GARDENS FL | PALM BEACH GARDENS | Portfolio Management and Investment Advice | $1,025,000 | 2026-07-20 |
| The Joshua Biggs Agency LLC, FENTON MI | FENTON | Insurance Agencies and Brokerages | $565,000 | 2026-07-17 |
| DeKalb County Insurance, Inc., SMITHVILLE TN | SMITHVILLE | Insurance Agencies and Brokerages | $955,000 | 2026-07-17 |
| E.J. Coyne & Company, Inc., PARK RIDGE IL | PARK RIDGE | Insurance Agencies and Brokerages | $1,379,000 | 2026-07-16 |
| JLS Properties LLC, Grand Forks ND | Grand Forks | All Other Insurance Related Activities | $609,000 | 2026-07-16 |
| Shoop Wealth Management, Westlake OH | Westlake | Portfolio Management and Investment Advice | $1,300,000 | 2026-07-15 |
| NAVIGATE PRIVATE WEALTH LLC, Sandy UT | Sandy | Portfolio Management and Investment Advice | $1,521,000 | 2026-07-15 |
| ARGUS FIRST, INC, SAN DIEGO CA | SAN DIEGO | Other Direct Insurance (except Life, Health, and Medical) Carriers | $350,000 | 2026-07-14 |
| Control Source, Inc., LAS VEGAS NV | LAS VEGAS | Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds | $525,000 | 2026-07-10 |
| Seaside Wealth Management, Inc., Carlsbad CA | Carlsbad | Portfolio Management and Investment Advice | $1,185,000 | 2026-07-10 |
| Canyon Vista Insurance LLC, SPANISH FORK UT | SPANISH FORK | Insurance Agencies and Brokerages | $100,000 | 2026-07-08 |
| JCN Financial & Tax Advisory Group LLC, BATON ROUGE LA | BATON ROUGE | Portfolio Management and Investment Advice | $1,056,800 | 2026-07-07 |
| JJW CLAIMS SERVICES LLC, COLTON CA | COLTON | Claims Adjusting | $200,000 | 2026-07-06 |
| Isaac Grizzell Insurance and Financial Services Inc, Pegram TN | Pegram | Insurance Agencies and Brokerages | $140,000 | 2026-07-02 |
| United Brokerage Group Mortgage Protection Division, LTD, CHAGRIN FALLS OH | CHAGRIN FALLS | Portfolio Management and Investment Advice | $1,100,000 | 2026-07-02 |
| Jewelry-N-Loan, COSTA MESA CA | COSTA MESA | All Other Nondepository Credit Intermediation | $2,446,400 | 2026-07-01 |
| Legacy Lane Insurance Agency, Inc., SANTA CLARA CA | SANTA CLARA | Insurance Agencies and Brokerages | $1,381,000 | 2026-06-30 |
| West Wagner & Associates Inc, ATLANTA GA | ATLANTA | Insurance Agencies and Brokerages | $608,000 | 2026-06-12 |
| Toth Insurance Agency LLC, FORT WORTH TX | FORT WORTH | Insurance Agencies and Brokerages | $2,440,000 | 2026-06-11 |
| Di Canu Insurance Group LLC, MIAMI FL | MIAMI | Insurance Agencies and Brokerages | $715,000 | 2026-06-09 |
| Rivera Garcia Prestige LLC, Charlotte NC | Charlotte | Insurance Agencies and Brokerages | $1,090,000 | 2026-06-05 |
| Service Lane Claims, LLC, Baltimore OH | Baltimore | Insurance Agencies and Brokerages | $658,800 | 2026-06-05 |
| Williams Family Interests Inc, DALLAS TX | DALLAS | Insurance Agencies and Brokerages | $1,800,000 | 2026-06-05 |
| PRISM Insurance Strategies, LLC, DENVER CO | DENVER | Insurance Agencies and Brokerages | $3,601,000 | 2026-06-02 |
| Pinedo Financial Services, ROSEVILLE CA | ROSEVILLE | Miscellaneous Financial Investment Activities | $522,400 | 2026-05-28 |
| Saeed Holdings LLC, HOUSTON TX | HOUSTON | Insurance Agencies and Brokerages | $806,200 | 2026-05-22 |
| PrimeAdjusting LLC, COVINGTON KY | COVINGTON | Claims Adjusting | $702,000 | 2026-05-21 |
| Cross Nation ATM LLC, NAPLES FL | NAPLES | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $2,561,600 | 2026-05-20 |
| Saeed Holdings LLC, HOUSTON TX | HOUSTON | Insurance Agencies and Brokerages | $806,200 | 2026-05-20 |
| Seapoint Wealth Advisors, LLC, SAN DIEGO CA | SAN DIEGO | Portfolio Management and Investment Advice | $3,529,000 | 2026-05-19 |
| Reynolds Insurance Group Inc, MAGNOLIA TX | MAGNOLIA | Insurance Agencies and Brokerages | $2,725,000 | 2026-05-18 |
| Partner Insurance Advisors, Inc., FAIRFAX VA | FAIRFAX | Insurance Agencies and Brokerages | $2,400,000 | 2026-05-11 |
| Krisi Bodwell Insurance Agency, LLC, Moore OK | Moore | Insurance Agencies and Brokerages | $557,400 | 2026-05-06 |
| Smith Insurance & Risk Management LLC, Sarasota FL | Sarasota | Insurance Agencies and Brokerages | $2,190,000 | 2026-05-05 |
| Small Business Health Insurance, LLC, Mt Clemens MI | Mt Clemens | Insurance Agencies and Brokerages | $5,000,000 | 2026-04-23 |
| Rife Family Insurance and Investment Services LLC, MINNEAPOLIS MN | MINNEAPOLIS | Insurance Agencies and Brokerages | $534,000 | 2026-04-22 |

[1](/hub/sbaloanpulse/industry/finance-insurance) 2 [3](/hub/sbaloanpulse/industry/finance-insurance/page/3) [4](/hub/sbaloanpulse/industry/finance-insurance/page/4)

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