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CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
Remote server: your requests and data go to mcp.advisoriq.com. Claude Code: claude mcp add --transport http advisoriq https://mcp.advisoriq.com · Claude app: Settings → Connectors → Add custom connector.
The tools this server listed when we connected to it, in its own words.
ce_requirements — The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, catece_calculate — What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE caiar_ce_state — Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, aniar_ce_states — Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the reqcompliance_deadlines — Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule thatupcoming_webinars — Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers withreplays — Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay earsearch_research — Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.get_article — One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.search_ria_firms — Find independent wealth management RIAs (SEC or state registered) in AdvisorIQ's directory by part of the firm's name, its CRD number or SECget_ria_firm — One independent wealth management RIA's figures from its Form ADV, by CRD number: registration and status, location, website, regulatory assria_rankings — A ranking of independent wealth management RIAs, national or within one state, as AdvisorIQ computes it from Form ADV (for example the largeria_market_stats — Market data on independent wealth management RIAs for the US or one state, as on AdvisorIQ's industry and state pages: number of firms, totaNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.