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RIA / WealthAdvisor18 years in industry

BRAD L DRAGER

Advisor at BOND TECH INC

BELLBROOK, OH

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Search this name across graphsid dfx:ria:4cafacf6-b7a6-0411-86ad-6c236e2749ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 29, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOND TECH INC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 22, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 22, 2008
First registration: May 29, 2008
Dual registered: no
IAPD individual key: 5403175

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOND TECH INC	Mixed wealth	Mar 14, 2017	n/a	yes	BELLBROOK, OH	Current employment
INVEST CAPITAL PARTNERS	Independent wealth	Apr 12, 2017	Jan 18, 2023	no	SPRINGBORO, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 6, 2015	Apr 3, 2017	no	SPRINGBORO, OH	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Oct 6, 2015	no	MIAMISBURG, OH	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Mar 19, 2012	Feb 13, 2013	no	MIAMISBURG, OH	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Apr 10, 2012	no	Centerville, OH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2008	Jun 1, 2009	no	CENTERVILLE, OH\|DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVEST CAPITAL PARTNERS	n/a	Jan 18, 2023	n/a	n/a	Departure no registered destination	Departure
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	BOND TECH INC	Apr 3, 2017	Mar 14, 2017	-20	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 6, 2015	Oct 6, 2015	0	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
MORGAN STANLEY	MORGAN KEEGAN & COMPANY, LLC	Apr 10, 2012	Mar 19, 2012	-22	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:105979:OH:2017-04-03	Apr 3, 2017	Mar 14, 2017	SPRINGBORO, OH	Firm change
705:149018:OH:2015-10-06	Oct 6, 2015	Oct 6, 2015	MIAMISBURG, OH	Firm change

Relationships

Registered with (7)

→ BOND TECH INCRegistered adviserregistration: current employment
Mar 14, 2017 to presentfactForm ADV
→ INVEST CAPITAL PARTNERSRegistered adviserregistration: previous registration
Apr 12, 2017 to Jan 18, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 6, 2015 to Apr 3, 2017factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Oct 6, 2015factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Mar 19, 2012 to Feb 13, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Apr 10, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jan 18, 2023
Advisor departed, no destination yet
Brad L Drager no longer registered at Invest Capital Partners; no later IA registration on IAPD
Form ADVobserved 6 days ago