Financial ADVSR advisor moves · SEC adviser records, updated daily
Advisors who joined and left Market Investment Group, LLC
Every SEC-registered advisor who joined Market Investment Group, LLC or left it for another firm since October 22, and where they came from or went.
0 joined and 1 left for another firm since October 22, a net change of -1; the most who left went to Foundations Investment Advisors LLC (1).
Every Market Investment Group, LLC advisor, by city and state →Which firms are gaining and losing advisors →
Where advisors came from and went
Went to
Joined Market Investment Group, LLC (0)
No advisors joined since October 22.
Left Market Investment Group, LLC for another firm (1)
| Advisor | Went to | Office | Seen |
|---|---|---|---|
| Jonathon D. McCoy | Foundations Investment Advisors LLC | Overland Park, KS | Oct 22 |
Questions
How many advisors has Market Investment Group, LLC added recently?
0 SEC-registered advisors joined Market Investment Group, LLC and 1 left it for another firm since October 22, a net change of -1, according to the SEC's daily Investment Adviser Public Disclosure file.
Where are Market Investment Group, LLC advisors going?
Of the advisors who left Market Investment Group, LLC for another firm since October 22, the most joined Foundations Investment Advisors LLC (1).
Where does this data come from?
The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.
Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.