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SYNERGY RIA COMPLIANCE SOLUTIONS LLC — SBA Loan Record (Charlotte, NC) | DealRoom

Intelligence/Administrative Management and General Management Consulting /NC

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SBA lending record

SYNERGY RIA COMPLIANCE SOLUTIONS LLC

6115 TRAILWATER RD, Charlotte, NC 28278 · Administrative Management and General Management Consulting . The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$5K

Total SBA financing

1

Loan on record

FY2020

On record

—

Jobs supported

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

Is SYNERGY RIA COMPLIANCE SOLUTIONS 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

$5,000 — FY2020

Gross approval: $5,000
SBA guaranteed: $2,500 (50%)
Status: Cancelled
Rate at approval: 9.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/10/2020
Collateral: None
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Administrative Management and General Management Consulting
NAICS code: 541611
Lender: Wells Fargo Bank National Association
Address: 6115 TRAILWATER RD
City: Charlotte, 28278
County: Mecklenburg
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 12

The lender

Wells Fargo Bank National Association

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 administrative management and general management consulting — by location, industry.

SBA lenders in North Carolina Lenders for administrative management and general management consulting Administrative Management and General Management Consulting lenders in North Carolina

Similar businesses

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

LEWIS HALL & ASSOCIATES, LLC

Charlotte, NC· ~9 mi

Administrative Management and General Management Consulting

$13K
SBA financing: ≈ $25K–$41K
Est. revenue (rough)

SJ HALL ENTERPRISE LLC

Matthews, NC· ~18 mi

Administrative Management and General Management Consulting

$10K
SBA financing: ≈ $20K–$33K
Est. revenue (rough)

5DENTERPRISES LLC

Davidson, NC· ~24 mi

Administrative Management and General Management Consulting

$10K
SBA financing: ≈ $20K–$33K
Est. revenue (rough)

RETHINK LEDGERS LLC

Charlotte, NC· ~11 mi

Administrative Management and General Management Consulting

$15K
SBA financing: ≈ $29K–$49K
Est. revenue (rough)

ENVY ME FINANCIAL SOLUTIONS LLC

Charlotte, NC· ~17 mi

Administrative Management and General Management Consulting

$15K
SBA financing: ≈ $29K–$49K
Est. revenue (rough)

Growmetix, LLC.

Charlotte, NC· ~10 mi

Administrative Management and General Management Consulting

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for SYNERGY RIA COMPLIANCE SOLUTIONS LLC in Charlotte, NC (Administrative Management and General Management Consulting ). 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 $5K
On record FY2020
Industry: Administrative Management and General Management Consulting
Location: Charlotte, NC
Lender: Wells Fargo Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Administrative Management and General Management Consulting businesses in NC for ~$5k 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/synergy-ria-compliance-solutions-llc-nc
API:: https://dealroom.so/api/public/businesses/synergy-ria-compliance-solutions-llc-nc
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 SYNERGY RIA COMPLIANCE SOLUTIONS 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 SYNERGY RIA COMPLIANCE SOLUTIONS LLC.