DATA SOURCE STATUS SHOW RAW RESPONSES
IAPD Firm
IAPD Individual
BrokerCheck Firm
BrokerCheck Indiv
EDGAR 13F
SC 13D/13G
OpenCorporates
FIRM MATCHES — BEST AUTO-SELECTED · CLICK SELECT TO OVERRIDE
Ranked by name overlap + phone signal weight. Best match is auto-loaded. Phone match adds +60 to score and overrides name-only matches.
01 — SUBJECT RESEARCH
Research runs automatically after search completes...
02 — INVESTOR SUITABILITY SCORE SMALL-CAP EQUITY BUYER ASSESSMENT
04 — PORTFOLIO & AUM ANALYSIS 13F FILINGS · SC 13D/13G · EDGAR
05 — QUICK LINKS & RESEARCH TRAILS
LinkedIn tip: Link ① guesses firstname-lastname slug — if it 404s, use ② or ③ which run a Google site:linkedin.com/in search and surface 2–3 real profiles. aum13f, WhaleWisdom, and Fintel all parse 13F XML and show position sizes and small-cap exposure.
06 — REGULATORY PROFILE
BROKERCHECK (FIRM + INDIV) · SEC IAPD/ADV
Querying FINRA & SEC IAPD...
07 — ENTITY STRUCTURE OPENCORPORATES · STATE FILINGS
Querying OpenCorporates...
08 — FLAGS & ALERTS AUTOMATED ANALYSIS
RAW API RESPONSES — INSPECTOR
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Each tab shows the raw JSON from one API call. Copy All and paste here to get parsers fixed. The console also has window.RAW available.