William Craig Dobbs

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Indianapolis, IN
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-09-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Indianapolis, IN
  Indianapolis, IN
• 1994-04-07 → 2002-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN

Other Businesses

1. WM. CRAIG & TENEEN L DOBBS CHARITABLE FOUNDATION; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 08/2002 2. COOPERGATE LLC, OWNER; HOLDING COMPANY FOR AIRPLANE; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; START DATE 01/1900; INDIANAPOLIS, INDIANA; INVESTMENT RELATED 5. LUCKY, LLC; NOT-INVESTMENT RELATED; CARMEL/IN; LLC FOR AIRCRAFT; TITLE: MEMBER; START DATE: 7/2003; DURING BUSINESS HOURS - 1; AFTER BUSINESS HOURS - 0. 6. LUCKY FARMS, LLC; INVESTMENT RELATED; CARMEL/IN; REAL ESTATE; TITLE: CO-OWNER; START DATE: 07/2003; DURING BUSINESS HOURS - 20; AFTER BUSINESS HOURS - 0. 7. *366449 -Rufus Guy, LLC; Investment related: Yes; Carmel, Indiana; buying some land; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2018; During business hours: 0; After business hours: 1; Property Management *407481 - Trust; Investment related: Yes; Carmel, Indiana; Trust; Trustee/Co-Trustee; 08/2020; During business hours: 1; After business hours: 0; *548810 - TLD Hancock LLC ; Investment related - Yes ; Hancock, Michigan ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 1 ; Administrative *528668 - Feed the Bird Foundation; Investment related -No; Carmel, Indiana; Children/Youth, Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 5; Fundraising, Business Development/Growth *577346- Ball State University; Investment related: No; Muncie, Indiana; Public Schools; Appointed Government Position (e.g. Government Board, Government Commission, etc.) (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 5; After business hours: 0; Administrative *657261- Yoopers, LLC; Investment related: Yes; Carmel, Indiana; Restaurant/Bar/Nightclub; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 0; Its just a holding account for Salty investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-21
• S63 Uniform Securities Agent State Law Examination
  1987-05-13

Other Names

• Craig Dobbs