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Adam Webster Kirklin

Bluewater Wealth Advisors, LLC

Vestavia Hills, AL

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Current Employers
Bluewater Wealth Advisors, Llc

4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-28
  • AL RA
    APPROVED
    Since 2024-03-28

Branch Locations

4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243 • 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
Oakworth Capital Bank Birmingham AL 08/2012 01/2023
Bluewater Wealth Advisors, Llc Vestavia AL 03/2024 Present
Kirklin Investment Management Company Vestavia AL 08/2012 Present
  • 08/2012 → 01/2023
    Oakworth Capital Bank
    Birmingham, AL
  • 03/2024 → Present
    Bluewater Wealth Advisors, Llc
    Vestavia, AL
  • 08/2012 → Present
    Kirklin Investment Management Company
    Vestavia, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-12-07

View on SEC IAPD

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