SBA lending record
Brian Hoffman
4 Mill Ridge Lane Floor 2, Chester, NJ · Securities Brokerage. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$778K
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
Is Brian Hoffman your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$778,000 — FY2020
- Gross approval
- $778,000
- SBA guaranteed
- $583,500 (75%)
- 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
- Business purchase
- Approved
- 9/11/2020
- First disbursement
- 9/30/2020
- Days to fund
- 19 days
- Paid in full
- 10/31/2022
- Collateral
- Required
- Sold on secondary market
- Yes
- Business type
- Individual
- Business age
- Change of Ownership
- Industry
- Securities Brokerage
- NAICS code
- 523120
- Lender
- Byline Bank
- Address
- 4 Mill Ridge Lane Floor 2
- City
- Chester
- County
- Morris
- SBA district office
- NEW JERSEY DISTRICT OFFICE
- Congressional district
- 7
The lender
Find SBA lenders for businesses like this
The banks most active funding securities brokerage — by location, industry.
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.
Petersen Advisors, LLC
Wall, NJ· ~54 mi
Securities Brokerage
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
Pinnacle Holding Company, LLC
East Syracuse, NY· ~171 mi
Securities Brokerage
- $650K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Legacy Capital, Inc
Grand Blanc, MI· ~482 mi
Securities Brokerage
- $936K
- SBA financing
- ≈ $1.8M–$3.1M
- Est. revenue (rough)
Marline & Associates Wealth Management LLC
Duluth, MN· ~959 mi
Securities Brokerage
- $730K
- SBA financing
- ≈ $1.4M–$2.4M
- Est. revenue (rough)
Nvest Financial Group LLC
Portsmouth, NH· ~257 mi
Securities Brokerage
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Rockline Wealth Management LLC
Plainview, NY· ~65 mi
Securities Brokerage
- $175K
- SBA financing
- ≈ $343K–$572K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Brian Hoffman in Chester, NJ (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 $778K
- On record FY2020
- Industry: Securities Brokerage
- Location: Chester, NJ
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Securities Brokerage businesses in NJ for ~$778k 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.
Is Brian Hoffman your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Brian Hoffman.