Yolanda Michelle Gardner

Current Employers

Employment History

• 12/2012 → 04/2021
  State Employees' Credit Union
  Greensboro, NC
• 10/2014 → 04/2021
  Secu Brokerage Services
  Raleigh, NC
• 10/2014 → 04/2021
  Secu Life Insurance Company
  Raleigh, NC
• 02/2015 → 04/2021
  Credit Union Investment Services
  Raleigh, NC
• 12/2014 → 12/2016
  Center For Creative Leadership
  Greensboro, NC
• 08/2016 → 04/2021
  Members Trust Company
  Tampa, FL
• 05/2021 → 09/2022
  Triad Advisors
  Norcross, GA
• 04/2023 → 09/2024
  Advisor Group
  Atlanta, GA
• 09/2023 → 09/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 09/2023 → Present
  Mma Securities Llc
  Boston, MA
• 09/2023 → Present
  Marsh Mclennan Agency
  Boston, MA
• 04/2021 → Present
  Ygm Consulting
  Cary, NC

Previous Registrations

• 2023-09-01 → 2024-09-20
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2023-04-13 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2015-05-19 → 2021-04-20
  Credit Union Investment Services
  Durham, NC
  Greensboro, NC

Other Businesses

1. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework. 2. YGM Consulting LLC; investment related;home address;books and speaking,tax preparation;owner;6/24/2020;15 hrs/month;0 hr during trading; provide financial education and coaching on cash management, financial success, budgeting, establishing good money habits and improving financial fitness, business consulting, consulting organizations on economic development, equity and economic empowerment, write and sell books 3. SAS Institute; 100 SAS Campus Dr, Cary NC; Not Investment Related; Software Development; Change Manager; Manage organizational change for various initiatives; 35 hrs/month;4 hr during trading; 09/16/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-19
• S63 Uniform Securities Agent State Law Examination
  2015-02-19

Other Names

• Yolanda Michelle Gardner
• Yolanda Michelle Gardner - Mukombe
• Yolanda Gardner Mukombe