SBA lending record
Robert Woodend
9037 Poplar Ave Ste 102, Germantown, TN 38138 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.1M
Total SBA financing
1
Loan on record
FY2020
On record
1
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
$1,070,000 — FY2020
- Gross approval
- $1,070,000
- SBA guaranteed
- $802,500 (75%)
- Status
- Paid in full
- Rate at approval
- 7.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 1/16/2020
- First disbursement
- 2/29/2020
- Days to fund
- 44 days
- Paid in full
- 11/30/2022
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 1
- Business type
- Individual
- Business age
- Change of Ownership
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 9037 Poplar Ave Ste 102
- City
- Germantown, 38138
- County
- Shelby
- SBA district office
- TENNESSEE DISTRICT OFFICE
- Congressional district
- 8
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.
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)
Steven Jenness
Decatur, IL· ~335 mi
Ameriprise Financial
- $915K
- SBA financing
- ≈ $1.8M–$3.0M
- Est. revenue (rough)
SRA Team LLC
Boca Raton, FL· ~829 mi
Ameriprise Financial
- $1.1M
- SBA financing
- ≈ $2.1M–$3.6M
- Est. revenue (rough)
Jamie D Wingfield
Tampa, FL· ~644 mi
Ameriprise Financial
- $835K
- SBA financing
- ≈ $1.6M–$2.7M
- Est. revenue (rough)
William W. Grubbs, III
Atlanta, GA· ~318 mi
Ameriprise Financial
- $1.3M
- SBA financing
- ≈ $2.5M–$4.1M
- 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.
Rami Fathi Abdelhadi
Franklin, TN· ~174 mi
American Express Financial Advisors Inc. Independent Advisor
- $700K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Kingsview Newco LLC
Raleigh, NC· ~630 mi
Investment Advice
- $999K
- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
Barnett & Company, Inc.
Chattanooga, TN· ~252 mi
Investment Advice
- $650K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Tushaus Group, LLC
Scottsdale, AZ· ~1263 mi
Investment Advice
- $951K
- SBA financing
- ≈ $1.9M–$3.1M
- Est. revenue (rough)
JPKJR LLC
Atlanta, GA· ~317 mi
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.6M–$4.4M
- Est. revenue (rough)
CMA RE Group, LLC
Downey, CA· ~1612 mi
Investment Advice
- $935K
- SBA financing
- ≈ $1.8M–$3.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Robert Woodend in Germantown, TN (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 $1.1M
- On record FY2020
- 1 jobs supported
- Industry: Investment Advice
- Location: Germantown, TN
- 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 TN for ~$1.1M 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 Robert Woodend.