William Roy Handwerker

Current Employers

Employment History

• 08/2000 → Present
  B&A Associates, Inc.
  East Hills, NY
• 05/2008 → 01/2025
  Lincoln Financial Advisors
  Delray Beach, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Delray Beach, FL

Previous Registrations

• 2008-05-29 → 2025-01-24
  Osaic Fa, Inc.
  Huntington Station, NY
  Syosset, NY
  Jericho, NY
  Delray Beach, FL
• 2005-10-17 → 2006-01-19
  Hornor, Townsend & Kent, Llc
  Uniondale, NY

Other Businesses

1) B&A ASSOCIATES INC. 3 VANAD DRIVE EAST HILLS, NY CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE/POSITION: PRESIDENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE AND FIXED ANNUITIES. START DATE: 08/14/2000 APPROXIMATE HOURS PER MONTH: 7 HOURS PER MONTH DURING SECURITIES TRADING HOURS: 2. 2) HUB INTERNATIONAL NORTHEAST 100 SUNNYSIDE BOULEVARD WOODBURY, NY 11797 CATEGORY: P & C INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SELLING PROPERTY & CASUALTY INSURANCE START DATE: 02/01/2006 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2. 3) WILLIAM HANDWERKER 16810 RIVER BIRCH CIRCLE DELRAY BEACH, FL 33445 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL FIXED INSURANCE PRODUCTS. START DATE: 05/01/2008 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2. 4) WILLIAM HANDWERKER 16810 RIVER BIRCH CIRCLE DELRAY BEACH, FL 33445 CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED LIFE SETTLEMENTS. START DATE: 01/01/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2. 5) IDA'S REALTY ASSOCIATES LLC BROOKLYN NY 11224 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT RELATED: YES TITLE: CO-OWNER OF ENTITY DUTIES: VOTING MANAGER FOR THE HANDWERKER FAMILY LLC INTERESTS START DATE: 03/15/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 6) NATHAN'S REALTY ASSOCIATES LLC CONEY ISLAND NY 11224 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT RELATED: YES TITLE: CO-OWNER OF ENTITY DUTIES: DISBURSEMENT MANAGER FOR FAMILY LLC INTERESTS START DATE: 03/15/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 7) NATHAN'S & IDA'S REALTY ASSOCIATES LLC POSITION: Manager NATURE: IT IS A TRIPLE NET LEASE AND THEREFORE MY TIME INVOLVED WILL BE LIMITED. The above address and phone number is for our attorney Bill Chimos who handles all outside contacts. Please call me for any questions regarding this OBA for further explanations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2010 ADDRESS: 801 second ave., new york NY 10017, United States DESCRIPTION: I WILL BE VOTING MANAGER FOR THE M. HANDWERKER FAMILY ON ALL LEASE FACTORS 8) IDA'S REALTY ASSOCIATES LLC POSITION: Manager NATURE: ?IT IS A TRIPLE NET LEASE RESTAURANT OPERATION AND THEREFORE MY TIME INVOLVED WILL BE LIMITED.? I have listed a full explanation on Nathan's Realty Associates LLC . These are two properties owned by three of my families for many, many years. Please call me with any other questions. Thank you! INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2010 ADDRESS: 801 Second Ave., New york NY 10017, United States DESCRIPTION: I WILL BE VOTING MANAGER FOR THE MURRAY HANDWERKER FAMILY ON ALL LEASE FACTORS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-14
• S63 Uniform Securities Agent State Law Examination
  2001-05-11