Roy William Book

Current Employers

Employment History

• 08/1990 → 11/2018
  John Hancock Mutual Life Insurance Co.
  Lancaster, PA
• 08/1990 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Lancaster, PA

Other Businesses

1. BOOK & CO. FINANCIAL SERVICES POSITION: Registered Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1997 ADDRESS: 600-J Eden Road, Suite 5, Lancaster PA 17601, United States DESCRIPTION: Sales/Marketing of securities and insurance products. 2. CROOKED OAK VILLAGE, UOA POSITION: Board President NATURE: Commercial real estate unit owners association. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2020 ADDRESS: PO Box 141, Denver PA 17517, United States DESCRIPTION: Chair quarterly and annual board and owner meetings. Meet with contractors and property maintenance providers at the discretion of the board. Authorize payments and expenditures. 3. LEDGER HOLDINGS, LLC POSITION: Owner/Operator NATURE: Commercial real estate ownership/management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2006 ADDRESS: 600- J Eden Road, Lancaster PA 17601, United States DESCRIPTION: Leasing, maintaining and securing office space. Processing rental income and paying property related bills. 4. EDEN BRIDGE FOUNDATION POSITION: Board Member NATURE: Non-profit foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2013 ADDRESS: 909 Eden Road, Lancaster PA 17601, United States DESCRIPTION: Assist the foundation in promoting charitable gift planning and stewardship education. 5. LANCASTER BIBLE COLLEGE POSITION: Advancement Committee Member NATURE: Non-profit college INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2013 ADDRESS: 901 Eden Road, Lancaster PA 17601, United States DESCRIPTION: Provide leadership to the Advancement Team in order to promote the fundraising processes of the college. 6. LANCASTER BIBLE COLLEGE POSITION: Finance Committee Member NATURE: Non-profit college INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2013 ADDRESS: 901 Eden Road, Lancaster PA 17601, United States DESCRIPTION: Review borrowing and financing activities of the college and make recommendations to the college board. 7. LANCASTER BIBLE COLLEGE POSITION: investment Committee Member NATURE: Non-profit college INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2010 ADDRESS: 901 Eden Road, Lancaster PA 17601, United States DESCRIPTION: Review investment policies, procedures and best practices and recommend changes or updates to the college board. 8. BOOK & CO. FINANCIAL SERVICES/FIXED INSURANCE POSITION: Agent NATURE: Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 600-J Eden Road, Suite 5, Lancaster PA 17601, United States DESCRIPTION: Sales and marketing of fixed annuities and non-variable insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-09-21

Designations

Other Names

• Bill Book
• Roy W Book