SBA lending record
SimplePath Retirement, LLC
220 Alt. 19, Palm Harbor, FL 34683 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$150K
Total SBA financing
1
Loan on record
FY2022
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is SimplePath Retirement, LLC your business?
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The loan
$150,000 — FY2022
- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 7.25% v
- Term
- 121 mo (10 yr)
- Program
- Community Advantage Initiative
- Subprogram
- Community Advantage Initiative
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/28/2022
- First disbursement
- 5/10/2022
- Days to fund
- 43 days
- Collateral
- Required
- Sold on secondary market
- Yes
The lender
Agent summary
This page summarizes the public SBA 7(a) lending record for SimplePath Retirement, LLC in Palm Harbor, FL (Portfolio Management and Investment Advice). 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 $150K
- On record FY2022
- 10 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Palm Harbor, FL
- Lender: Sunshine State Economic Development Corporation
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
Is SimplePath Retirement, 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 SimplePath Retirement, LLC.