search_form_crs
Search SEC Form CRS filings for customer relationship summaries, including firm services, fees, conflicts, and disciplinary history. Filter by CRD, filer, and filing date.
Instructions
Search Form CRS customer relationship summaries (firm services, fees, conflicts, disciplinary history).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Page size, 1–100 (default 25). | |
| cursor | No | Pagination cursor from a prior page's page.next_cursor. | |
| firm_crd | No | ||
| filer_cik | No | ||
| filer_name | No | ILIKE pattern over filer name. | |
| filed_after | No | ||
| filed_before | No | ||
| form_sub_type | No | ||
| min_professionals | No | ||
| disciplinary_history_flag | No | 1 = has disciplinary history. |