MCHAN SUSAN KAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MCHAN SUSAN KAY appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OPES WEALTH MANAGEMENT, LLC | PARTNER | MENLO PARK, CA |
| — | Form ADV | OPES ADVISORS, INC. | PRESIDENT | CUPERTINO, CA |