DESTINATION WEALTH MANAGEMENT

Summary of PPP (Paycheck Protection Program) Loan approved to DESTINATION WEALTH MANAGEMENT by Heritage Bank of Commerce. The loan was approved on 4/15/2020 in the range of $1-2 million.

Business Information

Name:	DESTINATION WEALTH MANAGEMENT 1255 TREAT BLVD STE 900 WALNUT CREEK, CA 94597
Business type:	Corporation Securities, Commodity Contracts, and Other Financial Investments and Related Activities → Investment Advice
Non-profit:	No
Loan amount:	$1-2 million (50 Jobs retained)
Date approved:	April 15, 2020
Lender	Heritage Bank of Commerce

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Note: Only loans exceeding $150,000 are displayed here. Businesses receiving PPP loans less than $150,000 are excluded. Additionally, borrowers that received PPP loans but have since return it, are also excluded.

The Paycheck Protection Program prioritizes millions of Americans employed by small businesses by authorizing up to $659 billion toward job retention and certain other expenses. Read more information about the Paycheck Protection Program or the CARES Act.