{"uid":"cap_RXo21_uU5W9T1OXuLD2Jq","slug":"adviser-screen-ee343f6e","name":"Adviser Screen","description":"Resolve a financial professional or firm name to ranked CRD candidates for disambiguation before an authoritative verify call. Each candidate carries its crd, name, current firm, broker and adviser scope, and a disclosure flag. Accepts a name, or a firm.","url":"https://payai.agentstools.dev/adviser/screen","method":"GET","headers":{},"bodySchema":{"type":"object","$schema":"https://json-schema.org/draft/2020-12/schema","required":["input"],"properties":{"input":{"type":"object","required":["type","method"],"properties":{"type":{"type":"string","const":"http"},"method":{"enum":["GET","HEAD","DELETE"],"type":"string"},"queryParams":{"type":"object","properties":{"firm":{"type":"string","description":"Firm name to search"},"name":{"type":"string","description":"Full name of an individual to search"},"type":{"enum":["individual","firm"],"type":"string","description":"Search individuals or firms"},"state":{"type":"string","description":"Two-letter US state code to narrow the search"}}}},"additionalProperties":false},"output":{"type":"object","required":["type"],"properties":{"type":{"type":"string"},"example":{"type":"object"}}}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.008","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.008/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.008","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.008","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_Y4x0qDvn1pNw7rYeDLCu8","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.008","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Resolve a financial professional or firm name to ranked CRD candidates for disambiguation before an authoritative verification call","exampleAgentPrompt":"Can you search for all financial advisers named 'Michael Torres' in California so I can figure out which one is my broker before I verify their credentials?","exampleUseCases":[{"title":"Pre-hire adviser background check","prompt":"I'm about to hire a financial planner named Sarah Kim who says she works at Merrill Lynch in New York — can you find her CRD candidates so I can see if she has any disclosures on record?"},{"title":"Disambiguating a common adviser name","prompt":"I need to verify a broker named David Johnson but there are probably dozens of them — search for individual financial advisers named David Johnson in Texas and give me the ranked list of CRD matches so I can pick the right one."},{"title":"Looking up a registered investment firm","prompt":"Can you screen for a firm called 'Apex Capital Advisors' to get their CRD number and confirm whether they're registered as an investment adviser before I do business with them?"}],"resultDescription":"A ranked list of CRD candidate records matching the search query. Each candidate includes: CRD number, full name, current firm affiliation, whether they are in scope as a broker, whether they are in scope as an investment adviser, and a boolean disclosure flag indicating whether the individual or firm has regulatory disclosures on file.","failureModes":["No candidates found for a misspelled or obscure name — returns empty list","Ambiguous name with many matches returns a long list requiring further filtering by state or firm","State code not recognized — may return error or unfiltered results","Firm name variation (abbreviations, DBA names) may not match registered legal name","Rate limiting or payment failure for the x402 micro-payment could block the request"],"whenToPreferThis":"Use this endpoint when you have only a name (individual or firm) and need to discover the correct CRD number before calling a more authoritative verification endpoint. It is the right first step in a two-phase adviser verification workflow: screen first to get ranked candidates and CRDs, then verify the chosen CRD. Prefer this over a direct verify call when the exact CRD is unknown or when you need to disambiguate between multiple advisers sharing a similar name.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-09-14T19:02:45.417Z","isFirstParty":false}