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Inactive

Sheac Yee Lim-Hamilton

Savant Wealth Management

Rockford, IL

Los Gatos, CA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-01
  • CA RA
    APPROVED
    Since 2025-08-01

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

475 Alberto Way Suite 210, Los Gatos, CA 95032 • 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
Unemployed San Jose CA 07/2006 04/2017
Parkworth Wealth Management Los Gatos CA 04/2017 07/2025
Savant Wealth Management Rockford IL 08/2025 Present
  • 07/2006 → 04/2017
    Unemployed
    San Jose, CA
  • 04/2017 → 07/2025
    Parkworth Wealth Management
    Los Gatos, CA
  • 08/2025 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2023-07-27 → 2025-09-05
    Parkworth Wealth Management, Inc.
    Los Gatos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-26
  • S65 Uniform Investment Adviser Law Examination
    2023-07-26
Other Names
  • Sheac Yee Lim
  • Sheac Yee Lim-Hamilton

View on SEC IAPD

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DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

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