Bill Dragolas

Current Employers

Employment History

• 04/2016 → 08/2018
  Citizens Securities, Inc.
  Westlake, OH
• 08/2018 → Present
  Cornerstone Asset Management Services, Inc.
  Broadview Heights, OH
• 07/2020 → 03/2021
  Liberty Partners Financial Services
  Mt. Pleasant, SC
• 03/2021 → Present
  Gt Securities, Inc.
  Los Angeles, CA

Previous Registrations

• 2016-07-07 → 2018-08-24
  Citizens Securities, Inc.
  Maple Heights, OH
  Mayfield Heights, OH
  Mayfield Village, OH
  Middlefield, OH
  Chardon, OH
  Mentor On The Lake, OH
  Kirtland, OH
  Chesterland, OH
  Eastlake, OH
  Willoughby, OH
  Mentor, OH
  Fairlawn, OH
  Bedford, OH
  Woodmere, OH
  Cleveland, OH
  Toledo, OH
  Bay Village, OH
  Westlake, OH
• 2011-05-26 → 2011-10-18
  Robert Morris Capital Management, Llc
  Gates Mills, OH
• 2006-03-15 → 2009-09-09
  Robert Morris Investment Advisors, Llc
  Willoughby, OH
  Willoughby, OH
• 2006-03-31 → 2009-05-28
  Robert Morris Capital Management, Llc
  Gates Mills, OH
• 1999-09-19 → 2006-02-14
  Ameriprise Financial Services, Llc
  Willoughby, OH

Other Businesses

President of Dynamic Education Solutions, LLC, located at 10766 Angela Dr, Kirtland, Ohio, 44094, a consulting business that works with school districts to streamline processes and provide frameworks for improvement. Responsible for bringing on clients, delivering previously designed templates, and coaching clients on implementation of changes. Devotes approximately 10 hours per month to this activity, with 1 hour during securities trading hours. Activity commenced December 2, 2025. Non-investment related activity. Founder and President of Fatcat Sportswear, located at 10766 Angela Drive, Kirtland OH 44094, an online clothing store. Responsible for owning and operating the small online clothing store/label. Devotes approximately 10 hours per month to this activity, with 5 hours during securities trading hours. Activity commenced September 1, 2025. Non-investment related activity. Member and Advisor of Relog Gaming, LLC, located at 142 Oak Avenue, Lakeside, OHIO 43440, a business that builds and places gaming consoles in venues such as bowling alleys, arcades, arenas, and hotels. Duties include financial reporting and assisting the executive team with financial management and financial decisions. Devotes approximately 10 hours per month to this activity, with no hours during securities trading hours. Activity commenced March 5, 2025. Non-investment related activity. Executive Director of CK Foundation, located at 10766 Angela Dr, Kirtland, OH 44094, a non-profit organization established to help families who lost a loved one to Covid. Responsible for overseeing fundraising and disbursement of funds. Devotes approximately 2 hours per month to this activity, with no hours during securities trading hours. Activity commenced February 24, 2021. Non-investment related activity. Life Insurance Agent as an Independent Life Insurance Agent, located at 10766 Angela Dr, Kirtland, OH 44094, providing life insurance solutions and fixed or index annuities to clients. Responsible for assisting clients with life insurance and annuity solutions. Devotes approximately 4 hours per month to this activity, with 2 hours during securities trading hours. Activity commenced September 1, 2018. Investment related activity. Investment Advisor Representative with Cornerstone Asset Management, located at 1000 W. Wallings Rd, Suite D, Broadview Heights, OH 44147, a registered investment advisory firm. Responsible for designing and managing client investment portfolios. Devotes approximately 10 hours per month to this activity, with 5 hours during securities trading hours. Activity commenced September 1, 2018. Investment related activity.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-07
• S63 Uniform Securities Agent State Law Examination
  1997-02-20