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
Marta L. Shen, A.K. MashhoonFebruary 26, 2015
John Sedberry, Zachary Jones February 26, 2015
Samuel C. Gross, Joseph G. Brady, Tonya Ann RasmussenFebruary 20, 2015

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.