0001624301-18-000004.txt : 20180501
0001624301-18-000004.hdr.sgml : 20180501
20180501192103
ACCESSION NUMBER: 0001624301-18-000004
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180425
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: 18797152
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
12-31-2017
Y
Mission Trail Advisors, LLC
46-2766270
866-01357-00
867-01278
111 W. OCEAN BLVD., SUITE 400
LONG BEACH
CA
90802
5624734474
5624492205
Add
One Sansome Street
Suite 3500
San Francisco
CA
94104
415-742-2999
415-671-6533
Amend
831-261-8966
Y
4712 E 2ND STREET, NO. 144
LONG BEACH
CA
90803
www.missiontrailadvisors.com
Everardo
Lua
Trujillo
111 W. Ocean Blvd., Suite 400
Long Beach
CA
90802
5624734474
lalo@missiontrailadvisors.com
December
CA
05-09-2013
N
1
1
0
0
0
7
Municipal Entities
0
0
0
Not Applicable
Hourly Charges
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice On Selection
Other
Dissemination Agent
N
Real estate broker or dealer
Other municipal advisor
1
Add
Real estate broker or dealer
Other municipal advisor
Everardo Lua Trujillo
Lalo Trujillo
Y
Y
N
Delete
Other municipal advisor
Robert S. Torrez
Robert S. Torrez
Y
Y
N
Delete
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
Amend
Everardo
Lua
Trujillo
President & CCO
05-09-2013
E
Y
Everardo Trujillo
Everardo Trujillo
President & CCO
04-25-2018
N
N
N
N
N
Y
N
Y
Y
N
N
N
N
N
N
N
N
N
N
N
N