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SBA lending record

GATES FINANCIAL SERVICES INC

9820 WILLOW CREEK RD SUITE 440, San Diego, CA 92131 · Investment Banking and Securities Intermediation. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$71K

Total SBA financing

1

Loan on record

FY2023

On record

1

Jobs supported

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

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The loan

$70,900 — FY2023

Gross approval: $70,900
SBA guaranteed: $35,450 (50%)
Status: Committed
Rate at approval: 9.99% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/21/2023
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Banking and Securities Intermediation
NAICS code: 523150
Lender: U.S. Bank, National Association
Address: 9820 WILLOW CREEK RD SUITE 440
City: San Diego, 92131
County: San Diego
SBA district office: SAN DIEGO DISTRICT OFFICE
Congressional district: 52

The lender

U.S. 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 investment banking and securities intermediation — by location, industry.

SBA lenders in California Lenders for investment banking and securities intermediation Investment Banking and Securities Intermediation lenders in California

Similar businesses

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

Westshore Wealth, LLC

Newport Beach, CA· ~68 mi

Investment Banking and Securities Intermediation

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Thomas Papadopoulos

Irvine, CA· ~66 mi

Investment Banking and Securities Intermediation

$353K
SBA financing: ≈ $692K–$1.2M
Est. revenue (rough)

Ellefson & Associates, PLLC

Harker Heights, TX· ~1145 mi

Investment Banking and Securities Intermediation

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Wespac Advisors Socal LLC

Pasadena, CA· ~104 mi

Investment Banking and Securities Intermediation

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Pinnacle Wealth Management, LLC

Mauldin, SC· ~1993 mi

Investment Banking and Securities Intermediation

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Jeffrey A Taylor

Woodland Hills, CA· ~124 mi

Investment Banking and Securities Intermediation

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for GATES FINANCIAL SERVICES INC in San Diego, CA (Investment Banking and Securities Intermediation). 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 $71K
On record FY2023
1 jobs supported
Industry: Investment Banking and Securities Intermediation
Location: San Diego, CA
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Banking and Securities Intermediation businesses in CA for ~$71k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/gates-financial-services-inc-ca
API:: https://www.capbench.com/api/public/businesses/gates-financial-services-inc-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 GATES FINANCIAL SERVICES INC.

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