PPP Loan information for Efficient wealth management llc dba avion wealth llc

Date Approved

04/16/2020

SBA Office Code

0671

Processing Method

PPP

Borrower Name

EFFICIENT WEALTH MANAGEMENT LLC DBA AVION WEALTH LLC

Borrower Address

2829 Technology Forest Boulevard, Suite 300

Borrower City

SPRING

Borrower State

TX

Borrower Zip

77381

Loan Status Date

04/22/2021

Loan Status

Paid in Full

Term

60

SBA Guaranty Percentage

100

Initial Approval Amount

194300.00

Current Approval Amount

194300.00

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

72601

Servicing Lender Name

Zions Bank, A Division of

Servicing Lender Address

1 S Main St

Servicing Lender City

SALT LAKE CITY

Servicing Lender State

UT

Servicing Lender Zip

84133-1109

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

SPRING

Project County Name

MONTGOMERY

Project State

TX

Project Zip

77381-1000

CD

TX-02

Jobs Reported

11

NAICS Code

523930

Race

White

Ethnicity

Not Hispanic or Latino

Utilities Proceed

0.00

Payroll Proceed

194300.00

Mortgage Interest Proceed

0.00

Rent Proceed

0.00

Refinance EIDL Proceed

0.00

Health Care Proceed

0.00

Debt Interest Proceed

0

Business Type

Limited Liability Company(LLC)

Originating Lender Location Id

72601

Originating Lender

Zions Bank, A Division of

Originating Lender City

SALT LAKE CITY

Originating Lender State

UT

Gender

Male Owned

Veteran

Veteran

Non Profit

Forgiveness Amount

195918.28

Forgiveness Date

02/19/2021