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ClearCheck Investment Adviser SEC Registration Lookup
x402
ClearCheck Investment Adviser SEC Registration Lookup is a paid API for AI agents from loonie-toll.onrender.com, paid per call via x402, $0.02/call, status unknown (last checked 2026-09-14).
Looks up whether an investment adviser (firm or individual) is SEC-registered, returns their active status, and indicates whether any disclosures exist.
Price / call$0.02
Success—
StatusUnknown
How this service works
Is this investment adviser SEC-registered? Firm or individual, active status, and whether disclosures exist.
Output
Returns a structured response with matched firms and/or individuals including their name, CRD number, SEC number, registration status, address, branch count, other known names, and a boolean indicating whether disclosures exist. Also includes aggregate counts (total matches, active, with disclosures), the data source, a plain-language verdict, a disclaimer, and a timestamp of when data was retrieved.
Example use cases
Vetting a financial adviser before investing
“I'm considering working with a financial adviser named John Meriwether at Apex Capital Advisors — can you check if he's SEC-registered as an individual and whether there are any disclosures against him?”
Due diligence on an RIA firm
“Before we partner with Meridian Wealth Management, can you verify they're actively SEC-registered as a firm and flag if they have any disclosures on record?”
Confirming adviser credentials by CRD number
“I have a CRD number 123456 — can you look up that investment adviser and tell me their registration status and whether any disclosures exist?”
Technical details
Endpoint
GEThttps://loonie-toll.onrender.com/adviserWhen to prefer
Use this endpoint when you need to verify the SEC registration status of an investment adviser — whether a firm or an individual — and check for any regulatory disclosures. It is ideal for due diligence workflows, compliance screening, or helping a user vet a financial professional before engaging their services. Prefer this over general web search when you need structured, authoritative data from SEC IAPD with a clear verdict and disclosure flag.
Side effects
- No match found for the given name or CRD number — returns empty arrays with zero counts
- Ambiguous name returns multiple results — agent should use CRD number for precision
- SEC IAPD data unavailable or timeout — upstream dependency failure
- Invalid query parameters (missing required 'name' field) — returns validation error
- Name misspelling leads to false negatives — spelling variants may not surface the correct record
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Tags
x402
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