SBA lending record

7 Streets Financial, LLC

8372 University Ave, La Mesa, CA 91942 · Securities Brokerage. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$696K

Total SBA financing

Loan on record

FY2021

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$695,700 — FY2021

Gross approval: $695,700
SBA guaranteed: $626,130 (90%)
Status: Current
Rate at approval: 3.66% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/18/2021
First disbursement: 7/23/2021
Days to fund: 5 days
Collateral: Required
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Securities Brokerage
NAICS code: 523120
Lender: BMO Bank National Association
Address: 8372 University Ave
City: La Mesa, 91942
County: San Diego
SBA district office: SAN DIEGO DISTRICT OFFICE
Congressional district: 53

The lender

BMO Bank National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding securities brokerage — by location, industry.

SBA lenders in California Lenders for securities brokerage Securities Brokerage lenders in California

Similar businesses

Comparable securities brokerage in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

PANDELIS P CHRYSSOSTOMIDES INC

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SBA financing: ≈ $2.0M–$3.4M
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3GENWEALTH, LLC

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SBA financing: ≈ $1.9M–$3.2M
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MONARCH WEALTH STRATEGIES

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$1.6M
SBA financing: ≈ $3.2M–$5.3M
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Ahmad & Betancourt, Inc.

San Jose, CA· ~417 mi

Securities Brokerage

$1.2M
SBA financing: ≈ $2.4M–$3.9M
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Freedom Trail Wealth, LLC

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$320K
SBA financing: ≈ $627K–$1.0M
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Stoltz Financial Partners, L.L.C.

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$265K
SBA financing: ≈ $520K–$866K
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Agent summary

This page summarizes the public SBA 7(a) lending record for 7 Streets Financial, LLC in La Mesa, CA (Securities Brokerage). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $696K
On record FY2021
3 jobs supported
Industry: Securities Brokerage
Location: La Mesa, CA
Lender: BMO Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Securities Brokerage businesses in CA for ~$696k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-19.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/7-streets-financial-llc-ca
API:: https://www.capbench.com/api/public/businesses/7-streets-financial-llc-ca
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.

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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with 7 Streets Financial, LLC.