DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Hopkins Farrar
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jeffrey Hophint Farrar
At current firm
9 y
since Jun 13, 2017
In the industry
27 y
since Aug 11, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Procyon mixed wealth currentsince Jun 13, 2017 · Shelton, Ct
- Procyon Institutional Partners, LLC formerApr 19, 2018 to Dec 31, 2021 · Shelton, Ct
- UBS Financial Services Inc. wirehouseApr 24, 2009 to Jun 13, 2017 · Stamford, Ct
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 16, 1999 to May 1, 2009 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Procyon Institutional Partners, LLC to no registered destinationleft Dec 31, 2021 · Departure, no registered destination
- UBS Financial Services Inc. to Procyonleft Jun 13, 2017, registered Jun 13, 2017 (0 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left May 1, 2009, registered Apr 24, 2009 (-7 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address