0001624301-16-000005.txt : 20160418 0001624301-16-000005.hdr.sgml : 20160418 20160418174817 ACCESSION NUMBER: 0001624301-16-000005 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160418 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: 161577613 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 bob@missiontrailadvisors.com N N Robert S Torrez N 1 0001624301 Mission Trail Advisors, LLC 04-15-2016 Y 867-01278 LOCATED 04-15-2016 111 West Ocean Blvd., Suite 400 Long Beach CA 90802 SUPERVISED 04-15-2016 Bob NMN Torrez 04-2016 Mission Trail Advisors, LLC Long Beach CA 90802 Y N Executive Director 06-2012 04-2016 Retired Long Beach CA 90808 N N Retired 05-2008 06-2012 City of Lynwood Lynwood CA 90262 N N Assistant City Manager 04-2006 05-2008 City of Burbank Burbank CA 91502 N N Director, Department of Financial Services 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 04-15-2016 Everardo Trujillo President