Dexter Robi Conner
Investment Adviser Representative at United Capital Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dexter Robi Conner is an investment adviser representative with United Capital Financial Advisors in Peachtree Corners, GA, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 4 firms, including LPL Financial LLC and M&t Securities, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Faith IN Dreams Edutainment (SELF Employed)Jan 2010 – no end date reportedBurbank, CA
- Morgan StanleyAug 2015 – Jan 2018Atlanta, GA
- M&t BANKFeb 2018 – Jun 2021Atlanta, GA
- M&t Securities, Inc.Feb 2018 – Jun 2021Atlanta, GA
- LPL Financial, LLCJun 2021 – Jun 2022Atlanta, GA
- Goldman Sachs & Co. LLCJul 2022 – Nov 2023Peachtree Corners, GA
- United Capital Financial Advisors, LLCNov 2023 – no end date reportedIrving, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Capital Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 168
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Irving, TX
- SEC file number:
- 801-64376
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at United Capital Financial Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dexter Robi Conner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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