Carolyn Renee Ham

Employer firm

Lionsbridge Wealth Management LLC CRD 149019

$122M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → Present
  Lionsbridge Wealth Management, Llc
  Jacksonville, FL
• 01/2009 → Present
  Lionsbridge Capital, Llc
  Jacksonville, FL
• 01/2009 → Present
  Lionsbridge Insurance, Llc
  Jacksonville, FL

Previous Registrations

• 2007-04-02 → 2008-12-02
  Morgan Stanley & Co. Llc
  Jacksonville, FL
• 1997-10-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1) LIONSBRIDGE CAPITAL, LLC. NON-INVESTMENT-RELATED. 4230 PABLO PROFESSIONAL COURT, SUITE 202, JACKSONVILLE BEACH FL 32224. AUTHORIZED MEMBER, PERFORMS LIMITED ADMINISTRATIVE TASKS INCLUDING BASIC BOOKKEEPING AND ANNUAL REPORT FILING. START DATE: 01/2009. 1 HOURS PER MONTH. 2)LIONSBRIDGE INSURANCE, LLC. NON-INVESTMENT-RELATED. 4230 PABLO PROFESSIONAL COURT, SUITE 202, JACKSONVILLE BEACH FL 32224. AUTHORIZED MEMBER, PERFORMS LIMITED ADMINISTRATIVE TASKS INCLUDING BASIC BOOKKEEPING AND ANNUAL REPORT FILING. START DATE: 01/2009. 1 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-21
• S63 Uniform Securities Agent State Law Examination
  2004-01-26

Other Names

• Carolyn Renee Townsend
• Carolyn Renee Wright