Date Approved
04/30/2021
SBA Office Code
0593
Processing Method
PPS
Borrower Name
HERITAGE WEALTH PARTNERS LLC
Borrower Address
6215 Emerald Pkwy Unit 1
Borrower City
Dublin
Borrower State
OH
Borrower Zip
43016-3315
Loan Status Date
11/20/2021
Loan Status
Paid in Full
Term
60
SBA Guaranty Percentage
100
Initial Approval Amount
74102.00
Current Approval Amount
Undisbursed Amount
0.00
Franchise Name
Servicing Lender Location Id
58036
Servicing Lender Name
Fifth Third Bank
Servicing Lender Address
38 Fountain Sq Plz
Servicing Lender City
CINCINNATI
Servicing Lender State
Servicing Lender Zip
45263
Rural Urban Indicator
U
Hubzone Indicator
N
HLMI Indicator
Business Age Description
Existing or more than 2 years old
Project City
Project County Name
FRANKLIN
Project State
Project Zip
CD
OH-15
Jobs Reported
9
NAICS Code
523930
Race
White
Ethnicity
Not Hispanic or Latino
Utilities Proceed
1.00
Payroll Proceed
74098.00
Mortgage Interest Proceed
Rent Proceed
Refinance EIDL Proceed
Health Care Proceed
Debt Interest Proceed
0
Business Type
Corporation
Originating Lender Location Id
Originating Lender
Originating Lender City
Originating Lender State
Gender
Male Owned
Veteran
Non-Veteran
Non Profit
Forgiveness Amount
74429.28
Forgiveness Date
10/14/2021