SBA lending record

Jonathan Wendell Webb

10 Talcott Notch Road, STE 202, Farmington, CT · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.0M

Total SBA financing

Loan on record

FY2020

On record

Jobs supported

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The loan

$1,015,000 — FY2020

Gross approval: $1,015,000
SBA guaranteed: $761,250 (75%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/15/2020
First disbursement: 9/25/2020
Days to fund: 10 days
Paid in full: 9/30/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 10 Talcott Notch Road, STE 202
City: Farmington
County: Capitol
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 1

The lender

Live Oak Banking Company

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

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The banks most active funding investment advice — by location, industry.

SBA lenders in Connecticut Lenders for investment advice Investment Advice lenders in Connecticut

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.

Ridgeline Financial Partners North, LLC

Avon, CT· ~6 mi

Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.6M
Est. revenue (rough)

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River Valley Wealth Management

East Hartford, CT· ~7 mi

Investment Advice

$1.2M
SBA financing: ≈ $2.4M–$4.1M
Est. revenue (rough)

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Komarow Financial Planning, LLC

West Hartford, CT· ~4 mi

Investment Advice

$175K
SBA financing: ≈ $343K–$572K
Est. revenue (rough)

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Daniel J. Papuga

Fairfield, CT· ~47 mi

Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

View record

The Herbst Group, LLC

Westport, CT· ~49 mi

Investment Advice

$705K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

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JOEL BLUM

Mystic, CT· ~51 mi

Ameriprise Financial

$1.5M
SBA financing: ≈ $3.0M–$5.0M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Jonathan Wendell Webb in Farmington, CT (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 $1.0M
On record FY2020
2 jobs supported
Industry: Investment Advice
Location: Farmington, CT
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CT for ~$1.0M 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/jonathan-wendell-webb-ct
API:: https://www.capbench.com/api/public/businesses/jonathan-wendell-webb-ct
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 Jonathan Wendell Webb.