SBA lending record

Heritage Legal, PC

777 E TAHQUITZ CANYON WAY, Palm Springs, CA 92262 · Offices of Lawyers. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

Loans on record

FY2024–25

On record

Jobs supported

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All 2 loans

$350,000 — FY2025

Loan 1 of 2

Gross approval: $350,000
SBA guaranteed: $262,500 (75%)
Status: Current
Rate at approval: 10.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/30/2025
First disbursement: 10/1/2025
Days to fund: 1 days
Collateral: Required
Jobs supported: 2

The lenders

BayFirst National Bank

1 loan to this business

Total assets: $1194.7B
Deposits: $1086.3B
Loans outstanding: $909.8B
Net income: $-5.5B
Return on assets: -1.750869941447868%
Return on equity: -24.07%
Total equity: $87.9B
Offices: 12
Founded: 02/1
Headquarters: 700 Central Ave, Saint Petersburg, FL, 33701
FDIC cert: 34997
Website

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Heritage Legal, PC

All 2 loans

$350,000 — FY2025

The lenders

BayFirst National Bank

$150,000 — FY2024

The Huntington National Bank