0001624301-15-000001.txt : 20150203 0001624301-15-000001.hdr.sgml : 20150203 20150203110651 ACCESSION NUMBER: 0001624301-15-000001 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20150203 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: 15569512 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 steven.gortler@att.net N N Steven Jay Gortler Y 2 0001624301 Mission Trail Advisors, LLC 01-26-2015 Y 867-01278 LOCATED 01-26-2015 ONE SANSOME STREET, SUITE 3500 SAN FRANCISCO CA 94104 SUPERVISED 01-26-2015 0001624104 steven gortler 04-09-2013 N 867-01128 LOCATED 04-09-2013 01-2015 Mission Trail Advisors, LLC San Francisco CA 94104 Y N Senior Consultant 04-2013 01-2015 Steven Gortler San Francisco CA 94104 Y N Financial Advisor 01-2012 04-2013 Caldwell Flores Winters, Inc. Emeryville CA 94608 Y N Financial Advisor 07-2005 12-2011 Piper Jaffray & Co. San Francisco CA 94104 N N Vice President 09-2004 06-2005 Deutsche Bank San Diego CA 92122 N N Underwriter 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 N 02-03-2015 Everardo Trujillo President