SBA lending record
ANTONIO BECCARI
1620 MILL ROCK WAY, SUITE 200, Bakersfield, CA 93311 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$650K
Total SBA financing
1
Loan on record
FY2021
On record
3
Jobs supported
Franchise brand
Ameriprise Financial
See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
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The loan
$650,000 — FY2021
- Gross approval
- $650,000
- SBA guaranteed
- $585,000 (90%)
- Status
- Paid in full
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/15/2021
- First disbursement
- 3/18/2021
- Days to fund
- 3 days
- Paid in full
- 5/31/2023
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 1620 MILL ROCK WAY, SUITE 200
- City
- Bakersfield, 93311
- County
- Kern
- SBA district office
- FRESNO DISTRICT OFFICE
- Congressional district
- 21
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
HB Operations LLC
Woodland Hills, CA· ~85 mi
Ameriprise Financial
- $450K
- SBA financing
- ≈ $882K–$1.5M
- Est. revenue (rough)
Michael Russo & Russo & Associates, Inc.
Aliso Viejo, CA· ~146 mi
Ameriprise Financial
- $875K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
RUSSO & ASSOCIATES, INC.
Aliso Viejo, CA· ~146 mi
Ameriprise Financial
- $875K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
Jennifer N. Gray
Winchester, MA
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Oyster Bay SB, Inc
Winchester, MA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.3M
- Est. revenue (rough)
Matthew Johnson Bouts
Plymouth, MN· ~1501 mi
Ameriprise Financial
- $593K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Unconundrum, Inc.
Paso Robles, CA· ~92 mi
Investment Advice
- $650K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Foronjy Financial LLC
Santa Barbara, CA· ~72 mi
Investment Advice
- $890K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
Kelsey Financial, LLC
Moorpark, CA· ~74 mi
Investment Advice
- $475K
- SBA financing
- ≈ $931K–$1.6M
- Est. revenue (rough)
CMA RE Group, LLC
Downey, CA· ~111 mi
Investment Advice
- $935K
- SBA financing
- ≈ $1.8M–$3.1M
- Est. revenue (rough)
Ullmann Financial
Fresno, CA· ~109 mi
Investment Advice
- $765K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
Louie Wealth Management, Inc.
Fresno, CA· ~109 mi
Investment Advice
- $541K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for ANTONIO BECCARI in Bakersfield, CA (Investment Advice). 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 $650K
- On record FY2021
- 3 jobs supported
- Industry: Investment Advice
- Location: Bakersfield, CA
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CA for ~$650k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- 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 ANTONIO BECCARI.