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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-31
  • NC RA
    APPROVED
    Since 2026-03-31

Branch Locations

806 Green Valley Rd, Greensboro, NC 27408 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-12-14
  • NC RA
    APPROVED
    Since 2017-12-14

Branch Locations

806 Green Valley Rd Ste 100, Greensboro, NC 27408 • United States

3105 Glenwood Ave Ste 201 [Support Center], Raleigh, NC 27612 • United States

Greensboro, NC • 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
Lincoln Financial Advisors Greensboro NC 01/2013 11/2017
Wells Fargo Clearing Services, Llc Winston-Salem NC 11/2017 Present
Wells Fargo Advisors Financial Network Greensboro NC 03/2026 Present
  • 01/2013 → 11/2017
    Lincoln Financial Advisors
    Greensboro, NC
  • 11/2017 → Present
    Winston-Salem, NC
  • 03/2026 → Present
    Wells Fargo Advisors Financial Network
    Greensboro, NC
Previous Registrations
  • 2013-01-30 → 2017-12-08
    Osaic Fa, Inc.
    Greensboro, NC
    Fort Wayne, IN
  • 2008-10-15 → 2011-11-29
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 2005-06-23 → 2005-10-05
    Truist Investment Services, Inc.
    Brunswick, GA
  • 2003-03-17 → 2004-05-06
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 2002-09-24 → 2003-03-19
    Morgan Stanley Dw Inc.
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-29
  • S66 Uniform Combined State Law Examination
    2008-09-29
Other Names
  • Yolanda Kaye Carlton
  • Yolanda Jeffers
  • Yolanda Carlton Jeffers
  • Yolanda Carlton
  • Yolanda Kaye Cobb

View on SEC IAPD

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