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Portfolio SE, Inc.

Active Lake Forest, CA

  • Overview
  • 14
    Key People
  • 4
    Locations
  • 3
    Filings
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Portfolio SE, Inc. Overview

Portfolio SE, Inc. filed as a Domestic For-Profit Corporation in the State of Texas on Wednesday, November 16, 2016 and is approximately ten years old, according to public records filed with Texas Secretary of State.

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Key People

Who own Portfolio SE, Inc.

Name
Robert Dickey 8
~ Background Report ~
CFO
Treasurer
Director
Secretary
Chief Financial Officer
Brent Edwin Griggs 8
~ Background Report ~
CEO
Director
President
Jeremy Lux 2
~ Background Report ~
President
Andrew Seger 5
~ Background Report ~
Secretary
Lori Hallisey 6
~ Background Report ~
COO
Sora Kim 2
~ Background Report ~
Dickey A. Robert
~ Background Report ~
Treasurer
Director
Secretary
Daniel M. Haugen 5
~ Background Report ~
Director
Chief Operating Officer
Kelly Price 4
~ Background Report ~
Director
Bradley E. Cooper 3
~ Background Report ~
Director
Bradley E. Cooper
~ Background Report ~
Director
Cassandra Van Schoyck
~ Background Report ~
Secretary
Steve Burke 16
~ Background Report ~
Cso
Lori Hallissey 1
~ Background Report ~
COO
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Showing 8 records out of 14

Corporate Filings for Portfolio SE, Inc.

Florida Department of State

Filing Type: Domestic for Profit Corporation
Status: Inactive
State: Florida
State ID: P16000068281
Date Filed: Thursday, August 11, 2016

Florida Department of State

Filing Type: Foreign for Profit Corporation
Status: Active
State: Florida
State ID: F16000005497
Date Filed: Monday, December 12, 2016

Texas Secretary of State

Filing Type: Domestic For-Profit Corporation
Status: Active In existence
State: Texas
State ID: 802584662
Date Filed: Wednesday, November 16, 2016

Corporate Notes

Source Date Type Note
11/16/2016 Certificate of Formation
12/31/2017 Public Information Report (PIR)
12/31/2018 Public Information Report (PIR)
12/31/2019 Public Information Report (PIR)
12/31/2021 Public Information Report (PIR)
12/31/2022 Public Information Report (PIR)
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Sources

Florida Department of State
Data last refreshed on Monday, April 6, 2026
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

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3 Corporate Records
FL 2016 Domestic for Profit Corporation FL 2016 Foreign for Profit Corporation TX 2016 Domestic For-Profit Corporation
Sources
Florida Department of State Texas Secretary of State
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