search_iapd_individuals
Search IAPD/BrokerCheck records to locate individual investment-adviser representatives and brokers using filters like name, disclosure events, and firm affiliations.
Instructions
Search IAPD/BrokerCheck individual investment-adviser representatives and brokers.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ILIKE pattern over full name. | |
| limit | No | Page size, 1–100 (default 25). | |
| cursor | No | Pagination cursor from a prior page's page.next_cursor. | |
| bc_scope | No | ||
| ia_scope | No | ||
| last_name | No | ||
| first_name | No | ||
| cal_date_to | No | ||
| cal_date_from | No | ||
| ind_source_id | No | ||
| firm_count_max | No | ||
| firm_count_min | No | ||
| has_disclosure | No | 1 = has a disclosure event. |