{ "$schema": "https://json-schema.org/draft/2020-12/schema", "$id": "https://raw.githubusercontent.com/api-evangelist/rcs-capital/refs/heads/main/json-schema/rcs-capital-financial-advisor-schema.json", "title": "Financial Advisor", "description": "Schema describing a financial advisor affiliated with an independent broker-dealer network, such as the Cetera Financial Group (formerly assembled by RCS Capital).", "type": "object", "required": ["id", "firstName", "lastName", "crdNumber"], "properties": { "id": { "type": "string", "description": "Unique identifier for the financial advisor record." }, "firstName": { "type": "string", "description": "Advisor's first name." }, "lastName": { "type": "string", "description": "Advisor's last name." }, "crdNumber": { "type": "string", "description": "FINRA Central Registration Depository (CRD) number uniquely identifying the advisor." }, "firmCrdNumber": { "type": "string", "description": "CRD number of the registered broker-dealer the advisor is affiliated with." }, "firmName": { "type": "string", "description": "Name of the registered broker-dealer or RIA the advisor operates under." }, "licenses": { "type": "array", "description": "List of FINRA Series licenses held by the advisor.", "items": { "type": "string", "examples": ["Series 7", "Series 63", "Series 65", "Series 66"] } }, "designations": { "type": "array", "description": "Professional designations held (e.g., CFP, CFA, ChFC).", "items": { "type": "string" } }, "officeAddress": { "type": "object", "description": "Primary office address.", "properties": { "street": { "type": "string" }, "city": { "type": "string" }, "state": { "type": "string" }, "postalCode": { "type": "string" }, "country": { "type": "string", "default": "US" } } }, "phone": { "type": "string", "description": "Primary contact phone number." }, "email": { "type": "string", "format": "email", "description": "Primary contact email address." }, "assetsUnderManagement": { "type": "number", "description": "Total assets under management or advisement in USD." }, "clientCount": { "type": "integer", "description": "Approximate number of clients served." }, "registeredSince": { "type": "string", "format": "date", "description": "Date the advisor first registered with FINRA." } } }