Dexter Robi Conner

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Faith In Dreams Edutainment (Self Employed)
  Burbank, CA
• 08/2015 → 01/2018
  Morgan Stanley
  Atlanta, GA
• 02/2018 → 06/2021
  M&T Bank
  Atlanta, GA
• 02/2018 → 06/2021
  M&T Securities, Inc.
  Atlanta, GA
• 06/2021 → 06/2022
  Lpl Financial, Llc
  Atlanta, GA
• 07/2022 → 11/2023
  Goldman Sachs & Co. Llc
  Peachtree Corners, GA
• 11/2023 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2021-06-09 → 2022-07-18
  Lpl Financial Llc
  Wilkes-Barre, PA
  Buffalo, NY
  York, PA
• 2018-02-22 → 2021-06-09
  M&T Securities, Inc.
  Atlanta, GA
  Syracuse, NY
  Palm Beach Gardens, FL
  Wilkes-Barre, PA
  Buffalo, NY
• 2016-01-08 → 2018-01-02
  Morgan Stanley
  Atlanta, GA

Other Businesses

1. Owner of Faith in Dreams Edutainment, a religious technology company. Activity will take place from Peachtree Corners, GA. Organization is not primarily engaged in investment-related activity. Start date was May 1, 2022. One hour per week. Duties include the general management of the organization.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-07

Other Names

• Dexter Conner