Philip T. Maurer, David M. Kushner, Barbara Maurer
M2K Financial
Adviser/team AUM: $146,000,000
Move Details
| Firm leaving | Morgan Stanley Smith Barney |
| 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 |
|---|---|
| Scott A. Schuster, Paul L. Casazza | June 17, 2013 |
| Cynthia Woodsmall Jones | June 12, 2013 |
| James D. Hall | June 07, 2013 |
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.
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@IN Wire
May 31 03:37PM
What are the 10 most expensive US cities? The percentage cost of living in number 1 may shock you http://t.co/dISqLjmxPn
May 31 03:24PM
RT @bespokeinvest There was also a Hindenburg Omen in August 2010. The S&P 500 is up 50%+ since then.
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