Loans
Active lending facilities and margin accounts
| Loan # | Client | Type | Principal | Rate | Convention | Pay Day | Mode | Status | |
|---|---|---|---|---|---|---|---|---|---|
SBL-2024-001 |
James Henderson | Securities-Based Lending | $750,000.00 | 6.25% (SOFR+1.5) | ACT/360 | 1st | Auto | Active | |
MGN-2024-015 |
James Henderson | Margin | $125,000.00 | 7.5% | ACT/360 | 15th | Auto | Active | |
SBL-2024-042 |
Patricia Nakamura | Securities-Based Lending | $2,000,000.00 | 5.75% (SOFR+1.0) | ACT/360 | 1st | Auto | Active | |
SBL-2025-011 |
Diana Okafor | Securities-Based Lending | $1,250,000.00 | 5.5% (SOFR+0.75) | ACT/360 | 1st | Auto | Active | |
LOC-2025-003 |
Carlos Rivera | Line of Credit | $500,000.00 | 6.0% | ACT/360 | 5th | Approval | Active | |
MTG-2024-007 |
William Thornton | Mortgage | $950,000.00 | 5.875% | 30/360 | 1st | Approval | Active |