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
Michael Cohen, Benjamin CohenApril 08, 2014
Nick Salvetti, A.J. Salvetti IIIMarch 19, 2014
David Huffman, Aimee BoggsMarch 18, 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

Apr 23 04:44PM
New risk factor IDed for advisers helping clients save for retirement: the person's earnings potential, career path http://t.co/HiALlzCsg1
Apr 23 04:39PM
Indie broker-dealers on the rise - The 10 fastest-growing independent broker-dealers http://t.co/a5X7waIax8

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