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- Page 4

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

Records 351 to 500 of the 500 newest listed for this hub. Source: U.S. SBA FOIA loan data.

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

| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| Thrivelife 360 LLC, Tampa FL | Tampa | Portfolio Management and Investment Advice | $830,000 | 2026-03-24 |
| Randy Casey Properties LLC, BAYTOWN TX | BAYTOWN | Insurance Agencies and Brokerages | $765,000 | 2026-03-23 |
| Simplified Insurance Solutions LLC, Riverview MI | Riverview | Insurance Agencies and Brokerages | $181,800 | 2026-03-19 |
| First Choice Brokerage Corporation, PONTE VEDRA BEACH FL | PONTE VEDRA BEACH | Insurance Agencies and Brokerages | $1,250,000 | 2026-03-11 |
| William B White Insurance Agency LLC, BURNSVILLE MN | BURNSVILLE | Insurance Agencies and Brokerages | $1,454,400 | 2026-03-11 |
| INSTITUTIONAL ARCHITECTS LLC, GLEN ELLYN IL | GLEN ELLYN | Insurance Agencies and Brokerages | $100,000 | 2026-03-09 |
| Kinfolk Home Loans LLC, Phoenix AZ | Phoenix | Mortgage and Nonmortgage Loan Brokers | $350,000 | 2026-03-06 |
| Dynamic Wealth Strategies Inc, PALM BEACH GARDENS FL | PALM BEACH GARDENS | Other Financial Vehicles | $1,440,000 | 2026-03-05 |
| Fortify Insurance Advisors LLC, Highland UT | Highland | Insurance Agencies and Brokerages | $307,300 | 2026-03-04 |
| Cornerstone Wealth Partners, LLC, Mason MI | Mason | Portfolio Management and Investment Advice | $1,656,000 | 2026-02-27 |
| PROVIDENCE INSURANCE AGENCY LLC, PEORIA AZ | PEORIA | Insurance Agencies and Brokerages | $347,200 | 2026-02-20 |
| Richmond Family Holdings, LLC, Duluth GA | Duluth | Portfolio Management and Investment Advice | $538,000 | 2026-02-13 |
| Vandervieren & Associates Inc., Minneapolis MN | Minneapolis | Insurance Agencies and Brokerages | $536,000 | 2026-02-12 |
| American Trustee Marketing, Inc., Oklahoma City OK | Oklahoma City | Insurance Agencies and Brokerages | $350,000 | 2026-02-11 |
| PAUL DIAZ INSURANCE AGENCY, INC., Burbank CA | Burbank | Insurance Agencies and Brokerages | $572,000 | 2026-02-11 |
| Wise Financial LLC, Clifton Park Town of Halfmoon NY | Clifton Park Town of Halfmoon | Miscellaneous Financial Investment Activities | $531,000 | 2026-02-08 |
| Texas State Insurance Agency, LLC, El Paso TX | El Paso | Insurance Agencies and Brokerages | $1,080,000 | 2026-02-05 |
| ARBOR CAPITAL WEALTH ADVISORS LLC, POUGHKEEPSIE NY | POUGHKEEPSIE | Portfolio Management and Investment Advice | $350,000 | 2026-02-04 |
| SJJ HOLDINGS LLC, ALPHARETTA GA | ALPHARETTA | Portfolio Management and Investment Advice | $1,131,600 | 2026-01-30 |
| KJC Financial and Insurance, LAS VEGAS NV | LAS VEGAS | Insurance Agencies and Brokerages | $840,000 | 2026-01-30 |
| TDB INSURANCE SERVICES LLC, FRISCO TX | FRISCO | Insurance Agencies and Brokerages | $1,227,000 | 2026-01-28 |
| PK Capital, LLC, EAU CLAIRE WI | EAU CLAIRE | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $992,000 | 2026-01-28 |
| Legacy Claims Adjusting LLC, WICHITA KS | WICHITA | Claims Adjusting | $565,500 | 2026-01-28 |
| TRAMITES EXPRESS LLC, NORCROSS GA | NORCROSS | Insurance Agencies and Brokerages | $932,300 | 2026-01-28 |
| Corrales & Company, LLC, MIAMI FL | MIAMI | Portfolio Management and Investment Advice | $350,000 | 2026-01-27 |
| Schulze Enterprises Inc., YORBA LINDA CA | YORBA LINDA | Other Activities Related to Credit Intermediation | $500,000 | 2026-01-27 |
| Robby Jay Unlimited LLC, INTERLAKEN NY | INTERLAKEN | Insurance Agencies and Brokerages | $200,000 | 2026-01-27 |
| D.L. Butcher Consulting LLC, JOELTON TN | JOELTON | Insurance Agencies and Brokerages | $754,900 | 2026-01-27 |
| Integrity Point LLC, Johnston IA | Johnston | Insurance Agencies and Brokerages | $1,359,000 | 2026-01-27 |
| Murphy Insurance & Financial Services LLC, HURST TX | HURST | Insurance Agencies and Brokerages | $100,000 | 2026-01-26 |
| Tushaus Group LLC, Scottsdale AZ | Scottsdale | Portfolio Management and Investment Advice | $719,700 | 2026-01-24 |
| Axim Wealth Management LLC, SPRINGBORO OH | SPRINGBORO | Portfolio Management and Investment Advice | $1,005,000 | 2026-01-23 |
| Vada Technologies LLC, CLINTON TOWNSHIP MI | CLINTON TOWNSHIP | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $1,000,000 | 2026-01-22 |
| PARDO INSURANCE AGENCY, LLC, Doral FL | Doral | Insurance Agencies and Brokerages | $1,230,000 | 2026-01-21 |
| JACOB LEN ALEXANDER & ASSOCIATES, LLC, GALLATIN TN | GALLATIN | Insurance Agencies and Brokerages | $918,000 | 2026-01-15 |
| Marc Sisler Ins and Fin Svs, Inc., Lafayette CO | Lafayette | Insurance Agencies and Brokerages | $529,000 | 2026-01-15 |
| Rovner Wealth Management LLC, CHICAGO IL | CHICAGO | Portfolio Management and Investment Advice | $1,865,000 | 2026-01-09 |
| Team N & L Wealth Builders, Inc., Jacksonville FL | Jacksonville | Insurance Agencies and Brokerages | $1,000,000 | 2026-01-07 |
| Leichter Group LLC, LAKEWOOD NJ | LAKEWOOD | Mortgage and Nonmortgage Loan Brokers | $130,000 | 2026-01-05 |
| Gancfried Insurance Brokerage Inc., Brooklyn NY | Brooklyn | Insurance Agencies and Brokerages | $1,064,000 | 2026-01-05 |
| SIMPLEWAY SOLUTIONS CORP, NUTLEY NJ | NUTLEY | Insurance Agencies and Brokerages | $100,000 | 2026-06-15 |
| Delafuente Insurance Services 2, Inc., EL PASO TX | EL PASO | Insurance Agencies and Brokerages | $208,500 | 2026-06-15 |
| Serratelli Financial Group LLC, Bethlehem PA | Bethlehem | Insurance Agencies and Brokerages | $150,000 | 2026-04-27 |
| Carlos Perez Insurance Agency, Salinas CA | Salinas | Insurance Agencies and Brokerages | $279,000 | 2026-04-23 |
| Don Zerr Agency LLC, Fargo ND | Fargo | Insurance Agencies and Brokerages | $231,000 | 2026-04-20 |
| JAMISON INSURANCE AGENCY LLC, BENSENVILLE IL | BENSENVILLE | Insurance Agencies and Brokerages | $155,000 | 2026-04-09 |
| Bertrand Insurance Group, LLC, DALLAS TX | DALLAS | Insurance Agencies and Brokerages | $200,000 | 2026-04-04 |
| Plattehaven Solutions LLC, OMAHA NE | OMAHA | Portfolio Management and Investment Advice | $350,000 | 2026-04-03 |
| Insurance L&Y Corp, MIAMI FL | MIAMI | Insurance Agencies and Brokerages | $150,000 | 2026-03-06 |
| Compston Insurance Group LLC, NEWARK OH | NEWARK | Insurance Agencies and Brokerages | $175,000 | 2026-03-05 |
| Workman Agency LLC, SAN ANGELO TX | SAN ANGELO | Insurance Agencies and Brokerages | $260,000 | 2026-02-28 |
| Huntsman Agency, LLC, IDAHO FALLS ID | IDAHO FALLS | Insurance Agencies and Brokerages | $195,000 | 2026-02-27 |
| Aim Insurance Services Inc., ROLLING MEADOWS IL | ROLLING MEADOWS | Insurance Agencies and Brokerages | $300,000 | 2026-02-13 |
| Delafuente Insurance Services 2, Inc., EL PASO TX | EL PASO | Insurance Agencies and Brokerages | $138,000 | 2026-02-06 |
| CRFTPFJAF, INC., FAIRFIELD CA | FAIRFIELD | Insurance Agencies and Brokerages | $385,700 | 2026-01-26 |
| CARMONA BOOK TWO, LLC, FRISCO TX | FRISCO | Insurance Agencies and Brokerages | $300,000 | 2026-01-22 |
| Trinity Miller Insurance Agency LLC, REDDING CA | REDDING | Insurance Agencies and Brokerages | $369,400 | 2026-01-13 |
| Hilltoppers Investments LLC, ONALASKA WI | ONALASKA | Portfolio Management and Investment Advice | $105,000 | 2026-07-01 |
| Jason Rounds Agency, LAS VEGAS NV | LAS VEGAS | Insurance Agencies and Brokerages | $205,000 | 2026-07-01 |
| Solis Insurance Agency, Inc., Chicago IL | Chicago | Insurance Agencies and Brokerages | $162,000 | 2026-07-01 |
| Salvation Financial Inc, East Brunswick NJ | East Brunswick | Portfolio Management and Investment Advice | $205,700 | 2026-06-30 |
| MRL Insurance Agency LLC, SARATOGA CA | SARATOGA | Insurance Agencies and Brokerages | $443,000 | 2026-06-30 |
| CTB INSURANCE LLC, Boca Raton FL | Boca Raton | Insurance Agencies and Brokerages | $130,000 | 2026-06-30 |
| Auto IQ Agency LLC, TUCSON AZ | TUCSON | Insurance Agencies and Brokerages | $335,000 | 2026-06-29 |
| Steven Dennis Insurance Agency, Inc, REIDSVILLE NC | REIDSVILLE | Insurance Agencies and Brokerages | $229,200 | 2026-06-26 |
| JEFF MOSIER ENTERPRISES INC, LITTLETON CO | LITTLETON | Insurance Agencies and Brokerages | $222,000 | 2026-06-26 |
| Jimmy Ramirez Insurance Agency, Inc, SAN PEDRO CA | SAN PEDRO | Insurance Agencies and Brokerages | $300,000 | 2026-06-25 |
| Absolute Best Insurance LLC, LAKE WORTH FL | LAKE WORTH | Insurance Agencies and Brokerages | $340,700 | 2026-06-25 |
| Paramount Associates Wealth Management, LLC, Greenwood Village CO | Greenwood Village | Portfolio Management and Investment Advice | $250,000 | 2026-06-24 |
| ASSURANCE GROUP OF AMERICA, INC., Port Saint Lucie FL | Port Saint Lucie | Insurance Agencies and Brokerages | $180,000 | 2026-06-24 |
| MARIOLA DELSOL GRIMAL INSURANCE AGENCY INC, HOLLYWOOD FL | HOLLYWOOD | Insurance Agencies and Brokerages | $320,000 | 2026-06-23 |
| Inner Circle Advisors, LLC, ABILENE TX | ABILENE | Insurance Agencies and Brokerages | $350,000 | 2026-06-23 |
| Gary Smith Insurance Agency Inc, Louisville KY | Louisville | Insurance Agencies and Brokerages | $114,200 | 2026-06-23 |
| Rios Capital Holdings LLC, Atwater CA | Atwater | Insurance Agencies and Brokerages | $200,000 | 2026-06-23 |
| S. Oliver Short Financial Services, FLORENCE AL | FLORENCE | Portfolio Management and Investment Advice | $129,000 | 2026-06-22 |
| DRESSLER INSURANCE AGENCY LLC, KALAMAZOO MI | KALAMAZOO | Insurance Agencies and Brokerages | $300,000 | 2026-06-22 |
| VAN GORDON INSURANCE AGENCY LLC, GARDEN GROVE CA | GARDEN GROVE | Insurance Agencies and Brokerages | $350,000 | 2026-06-18 |
| Evensun Health Inc., DALTON GA | DALTON | All Other Insurance Related Activities | $350,000 | 2026-06-18 |
| Wilson's Insurance Agency LLC, HIGHLAND IN | HIGHLAND | Insurance Agencies and Brokerages | $237,000 | 2026-06-18 |
| Sam Park Insurance Agency, Inc., CHICAGO IL | CHICAGO | Insurance Agencies and Brokerages | $114,000 | 2026-06-18 |
| Shelter Insurance Wade Gilkey, FORT SMITH AR | FORT SMITH | Insurance Agencies and Brokerages | $103,500 | 2026-06-17 |
| AVP INSURANCE & TRAFFIC SCHOOL INC, COCONUT CREEK FL | COCONUT CREEK | Insurance Agencies and Brokerages | $494,000 | 2026-06-16 |
| David S. White, Inc., RALEIGH NC | RALEIGH | Insurance Agencies and Brokerages | $100,000 | 2026-06-15 |
| Hollis Insurance Agency, Inc, PLYMOUTH MA | PLYMOUTH | Insurance Agencies and Brokerages | $100,000 | 2026-06-15 |
| TRULO MORTGAGE, LLC, Los Angeles CA | Los Angeles | Mortgage and Nonmortgage Loan Brokers | $150,000 | 2026-06-12 |
| MCLAIN, PIERCE AND ASSOCIATES, INC., Sanford FL | Sanford | Insurance Agencies and Brokerages | $139,000 | 2026-06-11 |
| La Familia Insurance, MIAMI FL | MIAMI | Insurance Agencies and Brokerages | $350,000 | 2026-06-11 |
| Broker's Network Inc, MORGAN HILL CA | MORGAN HILL | Mortgage and Nonmortgage Loan Brokers | $100,000 | 2026-06-11 |
| Jeffrey Castillo Insurance Agency, Inc., PHILADELPHIA PA | PHILADELPHIA | Insurance Agencies and Brokerages | $251,600 | 2026-06-10 |
| HMKC, INDEPENDENCE MO | INDEPENDENCE | Mortgage and Nonmortgage Loan Brokers | $150,000 | 2026-06-09 |
| PRECISION LENDING LLC, BEDFORD NH | BEDFORD | Mortgage and Nonmortgage Loan Brokers | $150,000 | 2026-06-09 |
| Maria F Alawi State Farm Agency Corp, Wayne NJ | Wayne | Insurance Agencies and Brokerages | $340,000 | 2026-06-09 |
| Christopher Gonzales Ins Agency Inc, Beaverton OR | Beaverton | Insurance Agencies and Brokerages | $100,000 | 2026-06-08 |
| PASQUINI INS AND FIN SVCS INC, PITTSBURGH PA | PITTSBURGH | Insurance Agencies and Brokerages | $237,500 | 2026-06-08 |
| WAGON WHEEL FINANCIAL LLC, NAPLES FL | NAPLES | Portfolio Management and Investment Advice | $106,000 | 2026-06-08 |
| Sabatino Insurance Agency, Inc., EVERETT MA | EVERETT | Insurance Agencies and Brokerages | $250,000 | 2026-06-05 |
| WALSH INSURANCE GROUP, LLC, FRANKLIN TN | FRANKLIN | Direct Property and Casualty Insurance Carriers | $150,000 | 2026-06-05 |
| ALTA VIEW INSURANCE SERVICES INC, SAN BERNARDINO CA | SAN BERNARDINO | Insurance Agencies and Brokerages | $100,000 | 2026-06-03 |
| M C Thomas Insurance Agency Inc, Bridgeport OH | Bridgeport | Insurance Agencies and Brokerages | $350,000 | 2026-06-02 |
| SEA CLIFF AGENCY, INC., HICKSVILLE NY | HICKSVILLE | Insurance Agencies and Brokerages | $125,000 | 2026-06-01 |
| 1st Advantage Mortgage Broker LLC, CHARLOTTE NC | CHARLOTTE | Mortgage and Nonmortgage Loan Brokers | $150,000 | 2026-05-28 |
| JJ&D Enterprises, LLC, HOUSTON TX | HOUSTON | Insurance Agencies and Brokerages | $350,000 | 2026-05-28 |
| THE WEALTHY FAMILY CORP, WINTER HAVEN FL | WINTER HAVEN | Insurance Agencies and Brokerages | $149,600 | 2026-05-28 |
| Romar Wealth Management LLC, OAKLAND CA | OAKLAND | Portfolio Management and Investment Advice | $129,000 | 2026-05-28 |
| Osage Ridge Holdings LLC, High Ridge MO | High Ridge | Insurance Agencies and Brokerages | $237,000 | 2026-05-28 |
| Insurance Brokers of MN, Inc., Burnsville MN | Burnsville | Insurance Agencies and Brokerages | $184,000 | 2026-05-28 |
| Ochoa Insurance Agency Inc., RIDGEFIELD PARK NJ | RIDGEFIELD PARK | Insurance Agencies and Brokerages | $100,000 | 2026-05-26 |
| CLAUDIA ALARCON INSURANCE AGENCY, INC., Chula Vista CA | Chula Vista | Insurance Agencies and Brokerages | $451,000 | 2026-05-26 |
| Palacio & Associates Inc, LOUISVILLE KY | LOUISVILLE | Insurance Agencies and Brokerages | $100,000 | 2026-05-21 |
| El Tigre De Los Seguros LLC, CHARLOTTE NC | CHARLOTTE | Insurance Agencies and Brokerages | $265,000 | 2026-05-21 |
| Analytical Adjusters & Investigators INC., UNION NJ | UNION | Claims Adjusting | $100,000 | 2026-05-20 |
| Jonathan Herbert Inc., LITTLETON CO | LITTLETON | Portfolio Management and Investment Advice | $250,000 | 2026-05-20 |
| Longhorn Financial LLC, RIVERTON UT | RIVERTON | Portfolio Management and Investment Advice | $150,000 | 2026-05-19 |
| Jacey Wilson Ins Serv and Fin Serv Inc., Dickinson ND | Dickinson | Insurance Agencies and Brokerages | $238,000 | 2026-05-19 |
| M C Thomas Insurance Agency Inc, Bridgeport OH | Bridgeport | Direct Property and Casualty Insurance Carriers | $350,000 | 2026-05-18 |
| Serenity Wealth Management Corp., LONG BEACH CA | LONG BEACH | Portfolio Management and Investment Advice | $121,000 | 2026-05-15 |
| Evergreen Advisor Group LLC, OMAHA NE | OMAHA | Miscellaneous Financial Investment Activities | $150,000 | 2026-05-15 |
| Winn Financial and Tax Services, REDDING CA | REDDING | Portfolio Management and Investment Advice | $360,000 | 2026-05-15 |
| Anew Advisors LLC, Wauwatosa WI | Wauwatosa | Portfolio Management and Investment Advice | $185,000 | 2026-05-15 |
| Anew Advisors LLC, Wauwatosa WI | Wauwatosa | Portfolio Management and Investment Advice | $120,000 | 2026-05-15 |
| AVALAN, LLC, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Portfolio Management and Investment Advice | $229,000 | 2026-05-15 |
| THIBODEAUX INSURANCE AND FINANCIAL, DUNCANVILLLE TX | DUNCANVILLLE | Insurance Agencies and Brokerages | $100,000 | 2026-05-14 |
| The Wingate Group, Inc., MILTON FL | MILTON | Insurance Agencies and Brokerages | $430,000 | 2026-05-14 |
| Jenad, LLC, GAINESVILLE GA | GAINESVILLE | Insurance Agencies and Brokerages | $315,000 | 2026-05-14 |
| Wm District Network Office Llc, LAS VEGAS NV | LAS VEGAS | Insurance Agencies and Brokerages | $250,000 | 2026-05-14 |
| Commonwealth Consulting Group, LLC, MILLBURY MA | MILLBURY | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $100,000 | 2026-05-14 |
| SOUTH SACRAMENTO INSURANCE AGENCY, SACRAMENTO CA | SACRAMENTO | Insurance Agencies and Brokerages | $114,800 | 2026-05-14 |
| Banc Alliance Capital LLC, NORTHVILLE MI | NORTHVILLE | Mortgage and Nonmortgage Loan Brokers | $150,000 | 2026-05-11 |
| Lama Insurance Agency Inc., Jackson Heights NY | Jackson Heights | Insurance Agencies and Brokerages | $285,000 | 2026-05-08 |
| BIG APPLE BENEFITS INC, Astoria NY | Astoria | Insurance Agencies and Brokerages | $138,100 | 2026-05-08 |
| Christian Martinez Insurance Agency, Inc, Altamonte Springs FL | Altamonte Springs | Insurance Agencies and Brokerages | $211,000 | 2026-05-08 |
| Buck Advantage LLC, Ozark MO | Ozark | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $408,000 | 2026-05-06 |
| Freedom Brothers LLC, MERIDIAN ID | MERIDIAN | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $150,000 | 2026-05-06 |
| Eckuity LLC, CYPRESS TX | CYPRESS | Portfolio Management and Investment Advice | $250,000 | 2026-05-05 |
| S&S FINANCIAL SERVICES LLC, HOUSTON TX | HOUSTON | Miscellaneous Financial Investment Activities | $150,000 | 2026-05-05 |
| CoFam Properties, LLC, Scottsdale AZ | Scottsdale | Insurance Agencies and Brokerages | $227,000 | 2026-05-01 |
| PEACE & GRACE INSURANCE SERVICES, LLC, ATWATER CA | ATWATER | Insurance Agencies and Brokerages | $205,300 | 2026-04-30 |
| Idaho Farm Bureau Insurance, Star ID | Star | Insurance Agencies and Brokerages | $243,000 | 2026-04-30 |
| insureCAL Insurance Agency, Modesto CA | Modesto | Insurance Agencies and Brokerages | $456,000 | 2026-04-30 |
| Quetta Insurance Agency LLC, PROVIDENCE RI | PROVIDENCE | Insurance Agencies and Brokerages | $150,000 | 2026-04-29 |
| SAGECARE MEDICARE CO, Parker CO | Parker | Insurance Agencies and Brokerages | $135,000 | 2026-04-29 |
| Olyptus LLC, TOOELE UT | TOOELE | Insurance Agencies and Brokerages | $279,300 | 2026-04-28 |
| Campbell Insurance Agency, Inc., GREENVILLE NC | GREENVILLE | Insurance Agencies and Brokerages | $260,000 | 2026-04-28 |
| SML Health Solutions LLC, WEST PALM BEACH FL | WEST PALM BEACH | Insurance Agencies and Brokerages | $350,000 | 2026-04-27 |
| Diamond Trail Capital Management, WAUKEE IA | WAUKEE | Portfolio Management and Investment Advice | $125,000 | 2026-04-27 |
| Umbrella Insurance Agency LLC, ANN ARBOR MI | ANN ARBOR | Insurance Agencies and Brokerages | $295,000 | 2026-04-25 |
| UPLINK HEALTH INSURANCE AGENCY LLC, UNIONDALE NY | UNIONDALE | Insurance Agencies and Brokerages | $103,000 | 2026-04-24 |
| Barnett & Company, Inc., CHATTANOOGA TN | CHATTANOOGA | Portfolio Management and Investment Advice | $150,000 | 2026-04-23 |
| Moll Insurance Agency, Prescott AZ | Prescott | Insurance Agencies and Brokerages | $349,900 | 2026-04-23 |
| Dreves' Insurance Agency, Girard OH | Girard | Insurance Agencies and Brokerages | $179,000 | 2026-04-23 |

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

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