0001624301-14-000002.txt : 20141218
0001624301-14-000002.hdr.sgml : 20141218
20141218172910
ACCESSION NUMBER: 0001624301-14-000002
CONFORMED SUBMISSION TYPE: MA-I
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-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04337
FILM NUMBER: 141297020
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-I
1
primary_doc.xml
MA-I
0001624301
XXXXXXXX
EVerardo Trujillo
415-742-2999
lalo@missiontrailadvisors.com
missiontrailadvisors@yahoo.com
N
N
Everardo
Lua
Trujillo
N
1
0001624301
Mission Trail Advisors, LLC
05-09-2013
N
11-24-2014
0001624301
LOCATED
09-02-2013
SUPERVISED
09-02-2013
Lalo
NMN
Trujillo
05-2013
Mission Trail Advisors, LLC
San Francisco
CA
94104
Y
N
President
03-2011
05-2013
Caldwell Flores, Inc.
Emeryville
CA
94608
Y
N
Managing Director
05-2005
03-2011
Piper Jaffray & Co.
El Segundo
CA
90245
Y
Y
Vice President
09-2003
05-2005
Unemployed
Long Beach
CA
90814
N
N
N/A
Y
10-2014
City of Pico Rivera
6615 Passons .
Pico Rivera
CA
90660
N
N
Municipal Government
Director of Finance
160
Oversee Finance Division of the City
03-2014
Golden Oak Properties
1326 Granada Avenue
Salinas
CA
93906
N
N
Residential Real Estate Brokerage
Broker
4
Review transaction documentation
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
N
N
N
N
N
N
N
N
N
N
N
N
11-24-2014
Everardo Trujillo
President