Heather Blaylock Bates

Current Employers

Employment History

• 09/2013 → Present
  Nylife Securities Llc
  Dallas, TX
• 05/2013 → Present
  New York Life Insurance Company
  Dallas, TX
• 11/2017 → 06/2021
  Johnson Financial Strategies, Llc
  Tyler, TX
• 12/2019 → Present
  Eagle Strategies Llc
  Tyler, TX
• 05/2021 → Present
  Bates Wealth Strategies, Llc
  Tyler, TX
• 04/2022 → 01/2025
  Island Wealth Strategies & Insurance Solutions Llc
  Tyler, TX
• 12/2023 → 05/2026
  Paoerhouse Financial Group
  Tyler, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6775 Old Jacksonville Hwy, Suite 1, Tyler, TX 75703; Start Date 09/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Bates Resources, LLC; 226 CR 4703, Troup, TX 75789; Start Date 07/2018; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Christus Trinity Mother Frances Foundation Women's Board; This board raises money for the women and children of Northeast Texas.; 100 E. Foundation, Suite 800, Tyler TX 75702; Start Date 01/2016; Role/Title: Board Member; Not Investment Related; 6 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BATES WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 6775 Old Jacksonville Hwy, Suite 1, Tyler, TX 7570; START DATE: 05/2021] [Gleam & Tidy ; I own a residential cleaning business. My cleaners clean homes. Cleaning Business; 262 CR 4914, Troup, TX 75789; Start Date 06/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22
• S63 Uniform Securities Agent State Law Examination
  2014-04-21

Other Names

• Heather Blaylock Bates
• Heather Nicole Blaylock