Identity API

FeinDto

object

Carries a firm’s full, unmasked Federal Employer Identification Number. Returned only by GET /v2/firms/{firmId}/fein; the FEIN is masked in all other responses.

firmIdstring(uuid)required

The unique identifier of the firm.

Example:550e8400-e29b-41d4-a716-446655440000

feinstringrequired

The full, unmasked Federal Employer Identification Number (9 digits).

Example:123456789

Example

PersonTitle

string

The person’s honorific title.

Allowed values:DRMRMRSMSMISS

Example

PersonSuffix

string

The person’s name suffix.

Allowed values:JRSRIIIIIIOBEMBEBSCJPGM

Example

PersonGender

string

The person’s gender.

Allowed values:MALEFEMALE

Example

PersonListItemV2

object

A single person row returned by GET /v2/persons. Carries the person’s core identity fields. Related resources such as addresses, phones, employments, and licenses are not included here — retrieve them via the single-resource and dedicated collection endpoints.

idstring(uuid)requiredread-only

The unique identifier of the person.

Example:550e8400-e29b-41d4-a716-446655440000

firstNamestring

The person’s first name.

Example:Jane

middleNamestring

The person’s middle name.

Example:Quincy

lastNamestring

The person’s last name.

Example:Smith

preferredFirstNamestring

The name the person prefers to be addressed by, when different from their legal first name.

Example:Janey

titlestring

The person’s honorific title.

Allowed values:DRMRMRSMSMISS

Example:MS

suffixstring

The person’s name suffix.

Allowed values:JRSRIIIIIIOBEMBEBSCJPGM

Example:JR

primaryEmailstring(email)

The person’s primary contact email address.

Example:jane.smith@example.com

secondaryEmailstring(email)

The person’s secondary contact email address.

Example:jane.alt@example.com

dateOfBirthstring(date)

The person’s date of birth (YYYY-MM-DD).

Example:1990-05-15

genderstring

The person’s gender.

Allowed values:MALEFEMALE

Example:FEMALE

citizenshipCountrystring

The person’s country of citizenship.

Example:US

residentStatestring

The person’s state of residence.

Example:CO

unitedStatesCitizenboolean

Whether the person is a United States citizen.

Example:true

unitedStatesWorkAuthorizedboolean

Whether the person is authorized to work in the United States.

Example:true

marriedboolean

Whether the person is married.

npnstring

National Producer Number. Null when the person’s NPN has not been verified.

Example:12345678

finraCrdNumberstring

The person’s FINRA Central Registration Depository (CRD) number.

Example:1234567

ssnLast4string

Last four digits of the Social Security Number. Null when no SSN is on record.

Example:6789

createdAtstring(date-time)requiredread-only

RFC3339 timestamp when the person record was created.

Example:2026-01-15T10:30:00Z

updatedAtstring(date-time)requiredread-only

RFC3339 timestamp of the most recent modification. Use this field with updated_since for delta sync.

Example:2026-06-01T14:22:00Z

Example