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
Matt BaltuchMay 04, 2018
David ElwoodMay 04, 2018
Wayne McCormick, Steve SpainMay 03, 2018