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 November 23, 2012

Latest Moves to Raymond James

Adviser(s) Date announced
Alan LazzaraMay 23, 2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIMay 17, 2016
Kristy McGee, Jennifer DayoubApril 18, 2016

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