PPP Loan information for Heritage wealth advisors, l.l.c.

$260,186

Heritage wealth advisors, l.l.c. was initially approved for PPP Loan of amount $260,186, the current approved amount is $260,186. The loan was approved on 02/04/2021 by The SouthState Bank, National Association reported 19 jobs and $260,186 was used to fund payroll.

Heritage wealth advisors, l.l.c. is Existing or more than 2 years old

PPP Loan Search / AZ / Phoenix / Heritage wealth advisors, l.l.c.

HERITAGE WEALTH ADVISORS, L.L.C.

Date Approved

02/04/2021

SBA Office Code

0988

Processing Method

PPS

Borrower Name

HERITAGE WEALTH ADVISORS, L.L.C.

Borrower Address

1440 E Missouri Ave Ste C200

Borrower City

Phoenix

Borrower State

AZ

Borrower Zip

85014-2461

Loan Status Date

05/20/2022

Loan Status

Paid in Full

Term

60

SBA Guaranty Percentage

100

Initial Approval Amount

260186.37

Current Approval Amount

260186.37

Undisbursed Amount

0.00

Franchise Name

Servicing Lender Location Id

117723

Servicing Lender Name

SouthState Bank, National Association

Servicing Lender Address

1101 First St South

Servicing Lender City

WINTER HAVEN

Servicing Lender State

FL

Servicing Lender Zip

33880-3908

Rural Urban Indicator

U

Hubzone Indicator

N

HLMI Indicator

N

Business Age Description

Existing or more than 2 years old

Project City

Phoenix

Project County Name

MARICOPA

Project State

AZ

Project Zip

85014-2461

CD

AZ-01

Jobs Reported

19

NAICS Code

541211

Race

Unanswered

Ethnicity

Not Hispanic or Latino

Utilities Proceed

1.00

Payroll Proceed

260181.37

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

117723

Originating Lender

SouthState Bank, National Association

Originating Lender City

WINTER HAVEN

Originating Lender State

FL

Gender

Female Owned

Veteran

Non-Veteran

Non Profit

Forgiveness Amount

263192.97

Forgiveness Date

04/05/2022

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