0001624301-14-000001.txt : 20141218 0001624301-14-000001.hdr.sgml : 20141218 20141218105305 ACCESSION NUMBER: 0001624301-14-000001 CONFORMED SUBMISSION TYPE: MA PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20141124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mission Trail Advisors, LLC CENTRAL INDEX KEY: 0001624301 IRS NUMBER: 462766270 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA SEC ACT: 1934 Act SEC FILE NUMBER: 867-01278 FILM NUMBER: 141294681 BUSINESS ADDRESS: STREET 1: ONE SANSOME STREET, SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-742-2999 MAIL ADDRESS: STREET 1: ONE SANSOME STREET, SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 MA 1 primary_doc.xml MA 0001624301 XXXXXXXX Everardo Trujillo 415-742-2999 lalo@missiontrailadvisors.com missiontrailadvisors@yahoo.com Mission Trail Advisors, LLC 46-2766270 866-01357-00 ONE SANSOME STREET, SUITE 3500 SAN FRANCISCO CA 94104 415-742-2999 Add 831-261-8966 N ONE SANSOME STREET, SUITE 3500 SAN FRANCISCO CA 94104 www.missiontrailadvisors.com Everardo Lua Trujillo 831-261-8966 lalo@missiontrailadvisors.com Add Mission Trail Advisors, LLC 831-261-8966 All books and records are kept at this location. December CA 05-09-2013 N 1 1 0 0 0 5 Municipal Entities Non-profit organizations 0 0 0 Not Applicable Hourly Charges Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection N Real estate broker or dealer Other municipal advisor 1 Add Other municipal advisor Everardo Lua Trujillo Municipal Advisor Y Y N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Everardo Lua Trujillo President 05-09-2013 E Y Everardo Trujillo Everardo Lua Trujillo President 11-24-2014 N N N N N Y N Y N N Y N N N N N N N N N N