Thomas Parrish Bates

Current Employers

Employment History

• 01/2015 → 04/2021
  Bates Dallis And Associates, Llc
  Winnfield, LA
• 04/2021 → 04/2022
  Thomas Bates Cpa
  Ruston, LA
• 04/2022 → Present
  Oakwater Financial Llc
  Ruston, LA
• 01/2023 → Present
  Oakwater Financial Advisors Llc
  Ruston, LA
• 04/2022 → Present
  Oakwater Financial Group Llc
  Ruston, LA

Other Businesses

Thomas Bates is a CPA and is a partner in a CPA firm that provides tax and accounting services to individuals and businesses. The name of the firm is Oakwater Financial Group, LLC. The other partner in the firm is Thomas' father, Steven Bates, who is a CPA as well. Steven is also a registered investment rep with another broker dealer. Thomas Bates also owns Oakwater Financial LLC. This entity provides contract CFO services and management consulting services to a small number of businesses. Oakwater Properties LLC; Partner; Investment related: Yes; 107 W Alabama Ave Ruston LA 71270 United States; Oakwater Properties, LLC is a partnership formed by Thomas Bates that seeks to invest in residential real estate in Louisiana and Texas.; Duties: Thomas is responsible for accounting, finance and deal source of the business.; 2023-05-19; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-20