SAFE RETIREMENT ADVICE, INC.

Company Details

Name	Role	Address
MONTGOMERY HOWARD R	Agent	20674 Valprato Court, Venice, FL, 34293

Name	Role	Address
MONTGOMERY HOWARD R	President	20674 Valprato Court, Venice, FL, 34293

Name	Role	Address
MONTGOMERY JULIE K	Vice President	20674 Valprato Court, Venice, FL, 34293

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2020-01-07	20674 Valprato Court, Venice, FL 34293	No data
CHANGE OF MAILING ADDRESS	2020-01-07	20674 Valprato Court, Venice, FL 34293	No data
REGISTERED AGENT ADDRESS CHANGED	2020-01-07	20674 Valprato Court, Venice, FL 34293	No data

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

4812467203

2020-04-27

0455

PPP

20674 Valprato Court, Venice, FL, 34293-2521

Loan Status Date	2021-06-24
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	3700
Loan Approval Amount (current)	3700
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	94465
Servicing Lender Name	Grow Financial FCU
Servicing Lender Address	9927 Delaney Lake Dr, TAMPA, FL, 33619-5071
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Venice, SARASOTA, FL, 34293-2521
Project Congressional District	FL-17
Number of Employees	1
NAICS code	524210
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	94465
Originating Lender Name	Grow Financial FCU
Originating Lender Address	TAMPA, FL
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	3722.87
Forgiveness Paid Date	2021-02-12

Date of last update: 01 Feb 2025