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Ryan Jordon Egolf

Bryn Mawr Trust Advisors, LLC

Berwyn, PA

Philadelphia, PA

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Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-09
  • PA RA
    APPROVED
    Since 2025-09-09

Branch Locations

1436 Lancaster Ave., Berwyn, PA 19312 • United States

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corient Wayne PA 11/2022 09/2023
Firehouse Subs Frazer PA 10/2014 12/2018
The Ice Butler Frazer PA 01/2018 08/2018
Efs Chester Springs PA 06/2017 08/2017
Radnor Financial Advisors, Llc Wayne PA 01/2019 03/2023
Corient Services Llc Miami FL 07/2023 09/2023
Cipw Service Company, Llc Toronto 01/2023 07/2023
Cwm, Llc Omaha NE 09/2023 09/2025
Carson Group Omaha NE 09/2023 09/2025
Bryn Mawr Trust Berwyn PA 09/2025 Present
  • 11/2022 → 09/2023
    Corient
    Wayne, PA
  • 10/2014 → 12/2018
    Firehouse Subs
    Frazer, PA
  • 01/2018 → 08/2018
    The Ice Butler
    Frazer, PA
  • 06/2017 → 08/2017
    Efs
    Chester Springs, PA
  • 01/2019 → 03/2023
    Radnor Financial Advisors, Llc
    Wayne, PA
  • 07/2023 → 09/2023
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 09/2023 → 09/2025
    Cwm, Llc
    Omaha, NE
  • 09/2023 → 09/2025
    Carson Group
    Omaha, NE
  • 09/2025 → Present
    Bryn Mawr Trust
    Berwyn, PA
Previous Registrations
  • 2023-09-06 → 2025-09-11
    Cwm, Llc
    Phoenixville, PA
    Omaha, NE
  • 2023-04-24 → 2023-09-06
    Corient
    Miami, FL
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-24
  • S65 Uniform Investment Adviser Law Examination
    2023-04-24
Designations

View on SEC IAPD

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CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
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