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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

42714 Woodward Ave B, Bloomfield Hills, MI 48304 • United States

1065 Andrew Drive, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ocean Prime Troy MI 02/2015 Present
Equitable Advisors, Llc Troy MI 07/2020 11/2020
Pruco Securities, Llc Troy MI 01/2021 07/2021
Massmutual Life Insurance Co Southfield MI 03/2022 02/2025
Mml Investors Services, Llc Southfield MI 06/2022 02/2025
Lpl Financial Llc Bloomfield Hills MI 03/2025 Present
Wealthcare Advisory Partners Llc Bloomfield Hills MI 03/2025 Present
  • 02/2015 → Present
    Ocean Prime
    Troy, MI
  • 07/2020 → 11/2020
    Equitable Advisors, Llc
    Troy, MI
  • 01/2021 → 07/2021
    Pruco Securities, Llc
    Troy, MI
  • 03/2022 → 02/2025
    Massmutual Life Insurance Co
    Southfield, MI
  • 06/2022 → 02/2025
    Southfield, MI
  • 03/2025 → Present
    Lpl Financial Llc
    Bloomfield Hills, MI
  • 03/2025 → Present
    Bloomfield Hills, MI
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Wealthcare Management Services; Investment-related; Doing Business As ("DBA") name for investment advisory activities via Wealthcare Advisory Partners LLC; Investment Advisor Representative; Full-time position. 3) Ocean Prime; Not investment-related; 2915 Coolidge Hwy, Troy, MI. 48084; Hospitality services; Server; Serve food and drinks; Approx. 10% of time during the month. 4) Mr. Sehi is dually registered as an investment advisor representative with WealthCare Advisory Partners LLC ("WCAP") and as a registered representative with LPL Financial LLC ("LPL Financial"). Business is conducted from 42714 Woodward Ave, B, Bloomfield Hills, MI 48304. Approximately 50% of Mr. Lata's time is for services as an investment advisor representative of WCAP and the balance as a registered representative of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-21
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S65 Uniform Investment Adviser Law Examination
    2023-11-21
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Mitchell Sehi
  • Mitchell James Sehi

View on SEC IAPD

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