0001624301-15-000003.txt : 20151111 0001624301-15-000003.hdr.sgml : 20151111 20151110173628 ACCESSION NUMBER: 0001624301-15-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20151109 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04337 FILM NUMBER: 151219944 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/A 1 primary_doc.xml MA-I/A 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 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 11-09-2015 Everardo L. Trujillo President