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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Irvine | CA | 09/2023 | 04/2026 |
| Burnham Gibson Wealth Advisors | Irvine | CA | 09/2022 | 09/2023 |
| T Rowe Price | Baltimore | MD | 09/2019 | 09/2022 |
| Cuna Mutual | Waverly | IA | 02/2016 | 09/2019 |
| Michael Conrad Jacob | Irvine | CA | 04/2026 | 07/2026 |
| Michael Conrad Jacob | Irvine | CA | 07/2026 | Present |
| Northwestern Mutual Investment Services | Irvine | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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