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PORTFOLIO TRUST, LLC - Florida Company Profile

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Company Details

Entity Name: PORTFOLIO TRUST, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 23 Sep 2009 (16 years ago)
Document Number: L09000091967
FEI/EIN Number 300582507
Address: 100 Wallace Ave., Hankin & Hankin, Sarasota, FL, 34237, US
Mail Address: POST OFFICE BOX 1, SARASOTA, FL, 34230, US
ZIP code: 34237
City: Sarasota
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
THOMAS WILLIAM S Managing Member POST OFFICE BOX 1, SARASOTA, FL, 34230
Hankin & Hankin Agent 100 Wallace Ave., Sarasota, FL, 34237

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2023-02-26 100 Wallace Ave., Hankin & Hankin, Suite 100, Sarasota, FL 34237 -
CHANGE OF PRINCIPAL ADDRESS 2019-03-14 100 Wallace Ave., Hankin & Hankin, Suite 100, Sarasota, FL 34237 -
REGISTERED AGENT NAME CHANGED 2019-03-14 Hankin & Hankin -
REGISTERED AGENT ADDRESS CHANGED 2019-03-14 100 Wallace Ave., Hankin & Hankin, Suite 100, Sarasota, FL 34237 -

Documents

Name Date
ANNUAL REPORT 2025-02-10
ANNUAL REPORT 2024-01-27
ANNUAL REPORT 2023-02-26
ANNUAL REPORT 2022-01-29
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-02-02
ANNUAL REPORT 2019-03-14
ANNUAL REPORT 2018-02-15
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-19

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$13,699.37
Date Approved:
2020-07-24
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$13,699.37
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$13,796.79
Servicing Lender:
Cadence Bank
Use of Proceeds:
Payroll: $13,699.37

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Date of last update: 03 Aug 2025

Sources: Florida Department of State