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Independent Progressive Advisors LLC — SBA Loan Record (Portland, OR) | DealRoom

Intelligence/Investment Banking and Securities Intermediation/OR

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SBA lending record

Independent Progressive Advisors LLC

1675 SW MARLOW AVE, Portland, OR 97225 · Investment Banking and Securities Intermediation. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$400K

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Independent Progressive Advisors LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$400,000 — FY2025

Gross approval: $400,000
SBA guaranteed: $300,000 (75%)
Status: Paid in full
Rate at approval: 9.99% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/6/2025
First disbursement: 1/13/2025
Days to fund: 7 days
Paid in full: 7/31/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Banking and Securities Intermediation
NAICS code: 523150
Lender: Live Oak Banking Company
Address: 1675 SW MARLOW AVE
City: Portland, 97225
County: Washington
SBA district office: PORTLAND DISTRICT OFFICE
Congressional district: 1

The lender

Live Oak Banking Company

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding investment banking and securities intermediation — by location, industry.

SBA lenders in Oregon Lenders for investment banking and securities intermediation Investment Banking and Securities Intermediation lenders in Oregon

Similar businesses

Comparable investment banking and securities intermediation in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Nottoway Financial Group LLC

Franklin, VA· ~2429 mi

Investment Banking and Securities Intermediation

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Thomas Papadopoulos

Irvine, CA· ~860 mi

Investment Banking and Securities Intermediation

$353K
SBA financing: ≈ $692K–$1.2M
Est. revenue (rough)

Jeffrey A Taylor

Woodland Hills, CA· ~813 mi

Investment Banking and Securities Intermediation

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Wespac Advisors Socal LLC

Pasadena, CA· ~823 mi

Investment Banking and Securities Intermediation

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Access Wealth Management, Inc

Louisville, KY· ~1958 mi

Investment Banking and Securities Intermediation

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

Nycd Investments LLC

Rock Hill, SC· ~2292 mi

Investment Banking and Securities Intermediation

$450K
SBA financing: ≈ $882K–$1.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Independent Progressive Advisors LLC in Portland, OR (Investment Banking and Securities Intermediation). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $400K
On record FY2025
2 jobs supported
Industry: Investment Banking and Securities Intermediation
Location: Portland, OR
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Banking and Securities Intermediation businesses in OR for ~$400k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/independent-progressive-advisors-llc-or
API:: https://dealroom.so/api/public/businesses/independent-progressive-advisors-llc-or
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Independent Progressive Advisors LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Independent Progressive Advisors LLC.