SBA lending record
Sarah Walsh
3610 SHIRE BLVD STE 212, Richardson, TX 75082 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$390K
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
Is Sarah Walsh your business?
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The loan
$390,000 — FY2021
- Gross approval
- $390,000
- SBA guaranteed
- $351,000 (90%)
- 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
- 6/29/2021
- First disbursement
- 6/30/2021
- Days to fund
- 1 days
- Paid in full
- 8/31/2024
- 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
- 3610 SHIRE BLVD STE 212
- City
- Richardson, 75082
- County
- Dallas
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
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.
DFG Holdings, LLC
San Antonio, TX· ~263 mi
Ameriprise Financial
- $360K
- SBA financing
- ≈ $706K–$1.2M
- Est. revenue (rough)
Olimal Company L.L.C.
Shreveport, LA· ~176 mi
Ameriprise Financial
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Nate Thomas Colbert
Sioux City, IA· ~654 mi
Ameriprise Financial
- $450K
- SBA financing
- ≈ $882K–$1.5M
- Est. revenue (rough)
KB Hunter Holdings LLC
Fort Smith, AR· ~210 mi
Ameriprise Financial
- $185K
- SBA financing
- ≈ $363K–$605K
- Est. revenue (rough)
Jay Lotterer
Pittsburg, KS· ~326 mi
Ameriprise Financial
- $218K
- SBA financing
- ≈ $427K–$712K
- Est. revenue (rough)
Spiller and Associates
Webster, TX· ~256 mi
Ameriprise Financial
- $575K
- SBA financing
- ≈ $1.1M–$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.
Lindsay Jones
Plano, TX· ~7 mi
Investment Advice
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
Jeffrey Shenkman
Dallas, TX· ~6 mi
Investment Advice
- $520K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
The Hammel Group, Inc
Dallas, TX· ~9 mi
Investment Advice
- $1.0M
- SBA financing
- ≈ $2.0M–$3.4M
- Est. revenue (rough)
Rogers Capital Management LLC
Hurst, TX· ~31 mi
Investment Advice
- $335K
- SBA financing
- ≈ $657K–$1.1M
- Est. revenue (rough)
Per Ardua Financial Solutions, LLC.
Celina, TX· ~20 mi
Investment Advice
- $137K
- SBA financing
- ≈ $268K–$446K
- Est. revenue (rough)
Redwood FP, LLC
Colleyville, TX· ~28 mi
Investment Advice
- $635K
- SBA financing
- ≈ $1.2M–$2.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Sarah Walsh in Richardson, TX (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 $390K
- On record FY2021
- 3 jobs supported
- Industry: Investment Advice
- Location: Richardson, TX
- 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 TX for ~$390k 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 Sarah Walsh your business?
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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 Sarah Walsh.