Ryan Wesley Herche

Current Employers

Employment History

• 06/2017 → Present
  Glidepath Marketing Llc
  Houston, TX
• 07/2013 → 05/2017
  California Department Of Health Care
  Sacreamento, CA
• 12/2012 → 11/2016
  Natomas Unified School District
  Sacremento, CA
• 11/2022 → Present
  Redwood Private Wealth Llc
  Phoenix, AZ
• 09/2019 → Present
  Redwood Tax Specialists
  Mooresville, NC
• 11/2018 → Present
  Cash Balance Advisors
  Mooresville, NC
• 04/2025 → Present
  Brookwood Investment Group
  Phoenix, AZ

Previous Registrations

• 2023-01-23 → 2025-03-24
  Redwood Private Wealth
  Phoenix, AZ
  Houston, TX

Other Businesses

1). GLIDEPATH MARKETING, LLC; NON-INVESTMENT RELATED; 1321 UPLAND DRIVE #3486, HOUSTON, TX 77043; PROVIDE WEBSITE HOSTING FOR LEGACY CLIENTS, OPERATIONS MANAGEMENT FOR CASH BALANCE PLANS ADVISORS AND CASE MANAGEMENT SUPPORT FOR REDWOOD TAX SPECIALISTS: HOURS PER MONTH: 80; HOURS DURING TRADING: 40 2). CASH BALANCE ADVISORS; NON-INVESTMENT RELATED; 160 MAGNOLIA FARMS LANE, MOORESVILLE, NC 28117; MARKETING TO FINANCIAL ADVISORS & INSURANCE PRODUCERS; PRESIDENT SINCE 11/2018; HOURS PER MONTH: 30; HOURS PER TRADING: 20 3). REDWOOD TAX SPECIALISTS; INVESTMENT RELATED; 160 MAGNOLIA FARMS LANE, MOORESVILLE, NC 28117; LIFE, HEALTH AND FIXED INSURANCE PRODUCTS; MANAGING DIRECTOR SINCE 09/2019; HOURS PER MONTH: 30; HOURS PER TRADING: 20

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-23