# SEC Adviser Due Diligence Extractor

**Use case:** 

Export SEC IAPD firm and individual adviser matches with CRD numbers, statuses, disclosures, and source URLs.

## Input

```json
{
  "searchTerms": [
    "Morgan Stanley"
  ],
  "firmCrdNumbers": [
    "162379"
  ],
  "individualCrdNumbers": [],
  "locations": [
    "New York, NY"
  ],
  "includeIndividuals": true,
  "includeFirmDetails": true,
  "maxItems": 150,
  "proxyConfiguration": {
    "useApifyProxy": false
  }
}
```

## Output

```json
{
  "entityType": {
    "label": "Type"
  },
  "firmName": {
    "label": "Firm"
  },
  "individualName": {
    "label": "Individual"
  },
  "crdNumber": {
    "label": "CRD"
  },
  "secNumber": {
    "label": "SEC #"
  },
  "registrationStatus": {
    "label": "Status"
  },
  "advFilingDate": {
    "label": "ADV filing date"
  },
  "disclosureFlag": {
    "label": "Disclosure flag"
  },
  "disclosureCount": {
    "label": "Disclosures"
  },
  "city": {
    "label": "City"
  },
  "state": {
    "label": "State"
  },
  "formAdvReportUrl": {
    "label": "Form ADV / IAPD URL"
  },
  "crsReportUrl": {
    "label": "CRS report"
  },
  "iapdSummaryUrl": {
    "label": "Summary URL"
  },
  "scrapedAt": {
    "label": "Scraped at"
  }
}
```

## About this Actor

This example demonstrates how to use [SEC Form ADV Filing Monitor](https://apify.com/automation-lab/sec-form-adv-filing-monitor) with a specific input configuration. Visit the [Actor detail page](https://apify.com/automation-lab/sec-form-adv-filing-monitor) to learn more, explore other use cases, and run it yourself.