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SBA lending record

Pinnacle Holding Company, LLC

5845 Widewaters Pkwy, East Syracuse, NY 13057 · Securities Brokerage. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$650K

Total SBA financing

1

Loan on record

FY2021

On record

90

Jobs supported

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

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The loan

$650,000 — FY2021

Gross approval: $650,000
SBA guaranteed: $585,000 (90%)
Status: Paid in full
Rate at approval: 5.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/6/2021
First disbursement: 5/31/2021
Days to fund: 25 days
Paid in full: 12/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 90
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Securities Brokerage
NAICS code: 523120
Lender: Manufacturers and Traders Trust Company
Address: 5845 Widewaters Pkwy
City: East Syracuse, 13057
County: Onondaga
SBA district office: SYRACUSE DISTRICT OFFICE
Congressional district: 24

The lender

Manufacturers and Traders Trust Company

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

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The banks most active funding securities brokerage — by location, industry.

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Similar businesses

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

Keith Hendricks Sole Proprietor

Sheboygan, WI· ~587 mi

Securities Brokerage

$655K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

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Legacy Capital, Inc

Grand Blanc, MI· ~383 mi

Securities Brokerage

$936K
SBA financing: ≈ $1.8M–$3.1M
Est. revenue (rough)

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Integrity Wealth Management, Inc.

Waukesha, WI· ~611 mi

Securities Brokerage

$570K
SBA financing: ≈ $1.1M–$1.9M
Est. revenue (rough)

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Ryan Shoop LLC

Westlake, OH· ~321 mi

Securities Brokerage

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

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BEACON FINANCIAL SERVICES INC

Wilmette, IL· ~595 mi

Securities Brokerage

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

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MOLLAN FINANCIAL SERVICES INC

Farmington Hills, MI· ~371 mi

Securities Brokerage

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

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Agent summary

This page summarizes the public SBA 7(a) lending record for Pinnacle Holding Company, LLC in East Syracuse, NY (Securities Brokerage). 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 $650K
On record FY2021
90 jobs supported
Industry: Securities Brokerage
Location: East Syracuse, NY
Lender: Manufacturers and Traders Trust Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Securities Brokerage businesses in NY for ~$650k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

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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/pinnacle-holding-company-llc-ny
API:: https://dealroom.so/api/public/businesses/pinnacle-holding-company-llc-ny
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.

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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 Pinnacle Holding Company, LLC.