0001624301-16-000006.txt : 20161114
0001624301-16-000006.hdr.sgml : 20161111
20161114151742
ACCESSION NUMBER: 0001624301-16-000006
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20161114
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: 161994169
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
steven.gortler@att.net
N
Y
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
11-14-2016
Everardo L. Trujillo
President