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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
42714 Woodward Ave B, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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