Tracie Lynne Southerland appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Tracie Lynne Southerland appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-28 | Form ADV | OPES WEALTH MANAGEMENT, LLC | WEALTH ADVISOR | MENLO PARK, CA |