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Current Employers
Lionsbridge Wealth Management Llc

1514 Roberts Drive, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-04-11
FL RA APPROVED 2009-03-10
  • TX RA
    APPROVED_RES
    Since 2012-04-11
  • FL RA
    APPROVED
    Since 2009-03-10

Branch Locations

1514 Roberts Drive, Jacksonville Beach, FL 32250 • 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
Lionsbridge Wealth Management, Llc Jacksonville FL 12/2008 Present
Lionsbridge Capital, Llc Jacksonville FL 01/2009 Present
Lionsbridge Insurance, Llc Jacksonville FL 01/2009 Present
  • 12/2008 → Present
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-21
S63 Uniform Securities Agent State Law Examination 2004-01-26
  • 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

View on SEC IAPD

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