Douglas Marshall Bielefeld

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2009 → 11/2017
  Wells Fargo Advisors
  Dallas, TX
• 12/2017 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 12/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Dallas, TX
• 12/2017 → Present
  Updog Investments,Llc
  Dallas, TX

Previous Registrations

• 2006-07-21 → 2017-12-12
  Wells Fargo Clearing Services, Llc
  Dallas, TX
  Dallas, TX
• 1995-06-16 → 2006-07-13
  Morgan Stanley Dw Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

(1)Name of Business: Synergy Wealth Advisors, LLC Address: 10670 N Central Expy Ste 505, Dallas, TX, 75231, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Director (2)Name of Business: Updog Investments,LLC Address: 10670 N Central Expy Ste 505, Dallas, TX, 75231, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-26
• S63 Uniform Securities Agent State Law Examination
  1984-01-06