Connor Taylor Kitson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 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

• 03/2025 → 06/2025
  Lpl Enterprise Llc
  Wake Forest, NC
• 05/2022 → 08/2022
  Go Media
  Wake Forest, NC
• 05/2023 → 08/2023
  Lightwave Dental
  Wake Forest, NC
• 05/2024 → 12/2024
  Align Technology
  Raleigh, NC
• 08/2021 → 05/2025
  Hampden-Sydney College
  Farmville, VA
• 05/2021 → 08/2021
  Yardnique
  Raleigh, NC
• 05/2018 → 08/2021
  Goodberrys Frozen Custard
  Wake Forest, NC
• 08/2017 → 05/2021
  Wake Forest High School
  Wake Forest, NC
• 02/2015 → 07/2017
  Heritage Middle School
  Wake Forest, NC
• 07/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ

Previous Registrations

• 2025-06-10 → 2025-06-27
  Lpl Enterprise, Llc
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-06-10