SBA lending record
Morris Roberts, Inc.
20251 SW Acacia Street, Newport Beach, CA 92660 · Advertising Agencies. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$680K
Total SBA financing
1
Loan on record
FY2024
On record
48
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$680,000 — FY2024
- Gross approval
- $680,000
- SBA guaranteed
- $510,000 (75%)
- Status
- Current
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 6/14/2024
- First disbursement
- 6/27/2024
- Days to fund
- 13 days
- Collateral
- Required
- Sold on secondary market
- Yes
The lender
Heritage Bank of Commerce
1 loan to this business- Total assets
- $5670.0B
- Deposits
- $4821.3B
- Loans outstanding
- $3552.7B
- Net income
- $-1.8B
- Return on assets
- -0.12303181033645667%
- Return on equity
- -0.97%
- Total equity
- $713.9B
- Offices
- 17
- Founded
- 06/0
- FDIC cert
- 33905
FDIC call-report data, quarter ending 03/2026.
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Morris Roberts, Inc..