Please disregard the above. Could you please build a demo of the following:
Check the box for "Firm"
Search the keyword, i.e. vonwin
Capture the full legal entity name i.e. "Vonwin Asset Management, LLC"
Capture the Main Office Address
Capture the View Summary link. Will be either "Investment Advisor Firm" or "Brokerage Firm"
If it says "FINRA - Inactive" (will only appear if the company is
inactive. As an example please search ”P. Schoenfeld Asset Management
If the result is an Investment Advisor Firm, click on the link
Click the SEC link
Capture the telephone number under F(3)
Click on schedule A, capture the records under FULL LEGAL NAME as well as their statuses
Click on Schedule D, capture the address and telephone (if it exists) under section F1 "Other Offices"
Under section 7.B.(1) capture number 11 "Current Gross Asset Value of the Private Fund"
Attached are some examples. Also please note that in many cases there will be more than 1 result for keyword. If this is the case, I would like to capture all results. Thanks again for your help!