{ "name": "Financial Advisor", "description": "Structure documentation for a financial advisor affiliated with an independent broker-dealer network.", "fields": [ { "name": "id", "type": "string", "required": true, "description": "Unique identifier for the financial advisor record." }, { "name": "firstName", "type": "string", "required": true, "description": "Advisor's first name." }, { "name": "lastName", "type": "string", "required": true, "description": "Advisor's last name." }, { "name": "crdNumber", "type": "string", "required": true, "description": "FINRA Central Registration Depository (CRD) number uniquely identifying the advisor." }, { "name": "firmCrdNumber", "type": "string", "required": false, "description": "CRD number of the registered broker-dealer the advisor is affiliated with." }, { "name": "firmName", "type": "string", "required": false, "description": "Name of the registered broker-dealer or RIA the advisor operates under." }, { "name": "licenses", "type": "array", "required": false, "description": "List of FINRA Series licenses held by the advisor (e.g., Series 7, Series 65)." }, { "name": "designations", "type": "array", "required": false, "description": "Professional designations held (e.g., CFP, CFA, ChFC)." }, { "name": "officeAddress", "type": "object", "required": false, "description": "Primary office address with street, city, state, postalCode, and country fields." }, { "name": "phone", "type": "string", "required": false, "description": "Primary contact phone number." }, { "name": "email", "type": "string (email)", "required": false, "description": "Primary contact email address." }, { "name": "assetsUnderManagement", "type": "number", "required": false, "description": "Total assets under management or advisement in USD." }, { "name": "clientCount", "type": "integer", "required": false, "description": "Approximate number of clients served." }, { "name": "registeredSince", "type": "string (date)", "required": false, "description": "Date the advisor first registered with FINRA." } ] }