Date Approved
02/08/2021
SBA Office Code
0353
Processing Method
PPS
Borrower Name
COMPASS POINTE WEALTH MANAGEMENT INC.
Borrower Address
5900 Fort Dr Ste 305
Borrower City
Centreville
Borrower State
VA
Borrower Zip
20121-2425
Loan Status Date
11/16/2021
Loan Status
Paid in Full
Term
60
SBA Guaranty Percentage
100
Initial Approval Amount
28100.00
Current Approval Amount
Undisbursed Amount
0.00
Franchise Name
Servicing Lender Location Id
225134
Servicing Lender Name
Truist Bank
Servicing Lender Address
214 N Tryon St
Servicing Lender City
CHARLOTTE
Servicing Lender State
NC
Servicing Lender Zip
28202-1078
Rural Urban Indicator
U
Hubzone Indicator
N
HLMI Indicator
Business Age Description
Existing or more than 2 years old
Project City
Project County Name
FAIRFAX
Project State
Project Zip
CD
VA-11
Jobs Reported
3
NAICS Code
541611
Race
Unanswered
Ethnicity
Unknown/NotStated
Utilities Proceed
1.00
Payroll Proceed
28098.00
Mortgage Interest Proceed
Rent Proceed
Refinance EIDL Proceed
Health Care Proceed
Debt Interest Proceed
0
Business Type
Subchapter S Corporation
Originating Lender Location Id
Originating Lender
Originating Lender City
Originating Lender State
Gender
Veteran
Non Profit
Forgiveness Amount
28289.67
Forgiveness Date
10/20/2021