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                              Disclosure

                              Heather Bates is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4186258), FL, GA, IA, IL, LA, MD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

                              As a New York Life Agent, Heather Bates is licensed and authorized to offer insurance in California, but Bates Wealth Strategies, LLC may not be. For additional information on California licensure status, please click here.

                              Heather Bates is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 W Calvert St Unit A, Troup, TX, 75789, 903-594-4897. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, LA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                              Heather Bates is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, GA, IL, LA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                              Bates Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                              Neither Bates Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                              For more information about NYLIFE Securities LLC and its investment professionals.

                              Click here
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                              • Home
                                • About Us
                                  • Meet Our Team
                                    • Working Together
                                    • Expertise
                                      • Why Our Clients Choose Us
                                        • Personal Solutions
                                          • Business Solutions
                                          • Resources
                                            • Videos
                                              • Life Stages
                                              • Client Login
                                                • eMoney
                                                  • NYL Online Account
                                                    • NYLife Securities
                                                      • MainStay Funds
                                                        • American Funds
                                                        • Contact Us

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                                                          For additional information, visit Customer Relationship Summary.pdf