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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

YOLANDA COBB

Advisor at WELLS FARGO ADVISORS

ST. LOUIS, MO | RALEIGH, NC | Greensboro, NC | GREENSBORO, NC

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Search this name across graphsid dfx:ria:7cebc289-dc78-bfeb-45a7-7a7576d96752

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Sep 29, 2008
First registration: Sep 24, 2002
Dual registered: yes, broker-dealer
Other names: YOLANDA KAYE CARLTON|YOLANDA JEFFERS|YOLANDA CARLTON JEFFERS|YOLANDA CARLTON|YOLANDA KAYE COBB
IAPD individual key: 4547922

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Mar 31, 2026	n/a	yes	GREENSBORO, NC\|ST. LOUIS, MO	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 14, 2017	n/a	yes	GREENSBORO, NC\|RALEIGH, NC\|Greensboro, NC	Current employment
OSAIC FA, INC.	Former SEC adviser	Jan 30, 2013	Dec 8, 2017	no	GREENSBORO, NC\|FORT WAYNE, IN	Previous registration
TRIAD FINANCIAL ADVISORS, INC.	Former SEC adviser	Oct 15, 2008	Nov 29, 2011	no	GREENSBORO, NC	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 23, 2005	Oct 5, 2005	no	BRUNSWICK, GA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 17, 2003	May 6, 2004	no	CHARLOTTE, NC	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 24, 2002	Mar 19, 2003	no	GREENSBORO, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	WELLS FARGO ADVISORS	Dec 8, 2017	Dec 14, 2017	6	Firm change	Other
TRIAD FINANCIAL ADVISORS, INC.	OSAIC FA, INC.	Nov 29, 2011	Jan 30, 2013	428	Firm change after gap	Other
SUNTRUST INVESTMENT SERVICES, INC.	TRIAD FINANCIAL ADVISORS, INC.	Oct 5, 2005	Oct 15, 2008	1,106	Firm change after gap	Other
BB&T INVESTMENT SERVICES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	May 6, 2004	Jun 23, 2005	413	Firm change after gap	Other
MORGAN STANLEY DW INC.	BB&T INVESTMENT SERVICES, INC.	Mar 19, 2003	Mar 17, 2003	-2	Firm change	Other

Relationships

Registered with (7)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Mar 31, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Dec 14, 2017 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 30, 2013 to Dec 8, 2017factForm ADV
→ TRIAD FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 15, 2008 to Nov 29, 2011factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 23, 2005 to Oct 5, 2005factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 17, 2003 to May 6, 2004factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 24, 2002 to Mar 19, 2003factForm ADV

Dated events

No dated event names this entity yet.