A person's name plus a firm to one advisor card
resolve_ria_advisorResolve an advisor by name AND a firm (name or CRD), or by individual CRD, to one person card. A name alone is never resolved to one person: 439,425 registrants share many names, so with only a name the answer lists labelled candidates and resolved is false. With a firm name, the current firm is tried first, then prior registrations with that firm. The card that comes back is the same as get_ria_advisor's summary; call get_ria_advisor(dfx_id) for the history.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| crd | No | The individual's own CRD number (IAPD id); resolves directly. | |
| firm | No | The firm's name or part of it (current or prior registration). | |
| name | Yes | The person's name or part of it. | |
| limit | No | ||
| state | No | Two-letter US state code. | |
| firm_crd | No | The firm's CRD number; current registration only. |