Philip T. Maurer, David M. Kushner, Barbara Maurer

M2K Financial

Adviser/team AUM: $146,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Raymond James
Adviser(s) location

Newtown, PA

Date announced January 25, 2013
Transition date November 23, 2012

Latest Moves to Raymond James

Adviser(s) Date announced
Christopher Fluehr, Jason Mamalis July 18, 2014
Gary Vescio, Brandon LevineJuly 18, 2014
Henry HauserJuly 08, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

  @IN Wire

Jul 22 09:31AM
HighTower nabs top FiNet recruiter http://t.co/0p6zDNJIFs via @newsfromIN
Jul 22 09:30AM
Why Wedding Dresses Are So Expensive http://t.co/B1egtQpeXX

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by