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Samuel Harris

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 06/2020 07/2023
Bluewater Wealth Advisors, Llc Vestavia AL 03/2024 Present
Mark Harris Farms, Llc Huntsville AL 05/2014 Present
Auburn University Auburn AL 08/2016 05/2020
Stardust Development, Llc Birmingham AL 11/2023 Present
  • 06/2020 → 07/2023
    Oakworth Capital Bank
    Birmingham, AL
  • 03/2024 → Present
    Bluewater Wealth Advisors, Llc
    Vestavia, AL
  • 05/2014 → Present
    Mark Harris Farms, Llc
    Huntsville, AL
  • 08/2016 → 05/2020
    Auburn University
    Auburn, AL
  • 11/2023 → Present
    Stardust Development, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-14
  • S65 Uniform Investment Adviser Law Examination
    2024-02-14

View on SEC IAPD

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HEIDI MARIE BIRD
AUDREY IVY PIERSON
RYAN CHRISTOPHER WHITLEY
BRIAN DAVID SWILLING

Other Offices

RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL

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