0001624301-17-000002.txt : 20170417 0001624301-17-000002.hdr.sgml : 20170417 20170417135458 ACCESSION NUMBER: 0001624301-17-000002 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170405 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-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-01278 FILM NUMBER: 17764182 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-A 1 primary_doc.xml MA-A 0001624301 XXXXXXXX Everardo Trujillo 415-742-2999 lalo@missiontrailadvisors.com missiontrailadvisors@yahoo.com lalo@missiontrailadvisors.com 12-31-2016 Y Mission Trail Advisors, LLC 46-2766270 866-01357-00 867-01278 831-261-8966 Add One Sansome Street Suite 3500 San Francisco CA 94104 415-742-2999 415-671-6533 Delete 415-298-3319 Add 111 West Ocean Blvd., Suite 400 Long Beach CA 90802 562-473-4474 562-449-2205 Y ONE SANSOME STREET, SUITE 3500 SAN FRANCISCO CA 94104 www.missiontrailadvisors.com Everardo Lua Trujillo 831-261-8966 lalo@missiontrailadvisors.com December CA 05-09-2013 N 3 3 0 0 0 6 Municipal Entities Non-profit organizations 0 0 0 Not Applicable Hourly Charges Contingent Fees Not Applicable Advice Insurance Of MS Advice On Selection Other Dissemination Agent; Energy Efficiency feasibility N Real estate broker or dealer Other municipal advisor 3 Add Real estate broker or dealer Other municipal advisor Everardo Lua Trujillo Lalo Trujillo Y Y N Delete Other municipal advisor Steven Jay Gortler Steven Gortler Y Y N Add Other municipal advisor Robert S. Torrez Robert S. Torrez Y Y N NewAdd Other municipal advisor Edward Agundez Edward Agundez Y Y 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 Y N Everardo Lua Trujillo President 05-09-2013 E Y Add Everardo Lua Trujillo President 05-09-2013 E Y Everardo Trujillo Everardo Trujillo President 04-05-2017 N N N N N Y N Y Y N N N N N N N N N N N N