Brad L. Drager

BOND TECH

BELLBROOK, OH 45305

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CRD#: 5403175

Professional summary

Brad L Drager is a registered financial advisor currently at BOND TECH INC located in Bellbrook, Ohio.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brad has worked at 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Insurance Agent for various agencies. Agent selling various lines on non securities insurance products. Hours/month 2, during trading hours: 2. Start date: 4/6/18 2) Shoop Properties LLC. Real estate management and holding company. Hours/month 2. Star date. Start date: 9/19/22

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad L Drager's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2017 - Present

BOND TECH INC

Office #1: 135 E. Franklin St, Bellbrook, OH 45305

RIA

CRD#: 105979

BELLBROOK, OH

Past

April 6, 2018 - December 31, 2020

CANTELLA & CO., INC.

CRD#: 13905

Springboro, OH

Past

April 12, 2017 - January 18, 2023

INVEST CAPITAL PARTNERS

RIA

CRD#: 287987

SPRINGBORO, OH

Past

March 31, 2017 - February 14, 2018

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

Springboro, OH

Past

October 6, 2015 - April 3, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SPRINGBORO, OH

Past

October 2, 2015 - March 31, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SPRINGBORO, OH

Past

February 13, 2013 - October 6, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

MIAMISBURG, OH

Past

February 13, 2013 - October 6, 2015

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MIAMISBURG, OH

Past

March 19, 2012 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

MIAMISBURG, OH

Past

March 19, 2012 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MIAMISBURG, OH

Past

June 1, 2009 - April 10, 2012

MORGAN STANLEY

RIA

CRD#: 149777

CENTERVILLE, OH

Past

June 1, 2009 - April 10, 2012

MORGAN STANLEY

CRD#: 149777

CENTERVILLE, OH

Past

May 29, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CENTERVILLE, OH

Past

May 8, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CENTERVILLE, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOND TECH INC

BOND TECH INC | CREEKSIDE WEALTH MANAGEMENT

CRD#: 105979 / SEC#: 801-45443

RIA

Registered Investment Advisory firm - (12/16/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/14/2017)

IAR

Texas
(2/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/11/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/7/2008

General Securities Representative Examination

Current Firm

BOND TECH INC

BOND TECH INC | CREEKSIDE WEALTH MANAGEMENT

CRD#: 105979 / SEC#: 801-45443

RIA

Registered Investment Advisory firm - (12/16/1993 Approved)

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Contact information

Main Address

135 E. Franklin St, Bellbrook, OH 45305

Mailing Address

Phone number

(937) 836-3991

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BOND-TECH, INC. / CREEKSIDE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 184,025,763

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brad L. Drager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad L Drager's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTELLA & CO., INC.

INVEST CAPITAL PARTNERS

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BOND TECH INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2008

SIE

Date: 10/1/2018

Series 31

Date: 7/11/2008

Series 7

Date: 5/7/2008

Current Firm

BOND TECH INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOND TECH INC

TRUST BUT VERIFY

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