William Russell Daniels

Current Employers

Live Oak Advisors, Llc

Hillsborough, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2000-05-15

CA RA
APPROVED

Since 2000-05-15

Branch Locations

Hillsborough, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Live Oak Advisors, Llc	Hillsborough	CA	03/2000	Present
Workbook, Llc	Beverly Hills	CA	12/2009	12/2023
Mwa Life Sciences, Inc.	Hillsborough	CA	12/2015	01/2024
Yodelist Llc	Hillsborough	CA	12/2012	08/2022
Workbook Creative, Inc.	Hillsborough	CA	06/2018	Present
110 Doheny Llc	Hillsborough	CA	09/2012	Present

03/2000 → Present

Live Oak Advisors, Llc

Hillsborough, CA
12/2009 → 12/2023

Workbook, Llc

Beverly Hills, CA
12/2015 → 01/2024

Mwa Life Sciences, Inc.

Hillsborough, CA
12/2012 → 08/2022

Yodelist Llc

Hillsborough, CA
06/2018 → Present

Workbook Creative, Inc.

Hillsborough, CA
09/2012 → Present

110 Doheny Llc

Hillsborough, CA

Other Businesses

110 Doheny LLC, Manager since 9/2012, Investment Related, Real Estate Holdings, spends approximately 2 hours per week. Located at the address listed in Item 1. Workbook Creative, Inc., CEO since 6/2018. non-investment related, digital publishing, spends approximately 10 hours per week. Located at the address listed in Item 1.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-08-06
S63	Uniform Securities Agent State Law Examination	1992-09-15

S65 Uniform Investment Adviser Law Examination

1993-08-06
S63 Uniform Securities Agent State Law Examination

1992-09-15

Other Names

Bill Daniels

View on SEC IAPD