Cody G. Daniels

ONYX FINANCIAL ADVISORS

IDAHO FALLS, ID 83404

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CRD#: 6093280

Professional summary

Cody Grant Daniels, CFP®, who also goes by Cody G Daniels, Cody Grant Daniels, Cody Daniels, is a registered financial advisor currently at ONYX FINANCIAL ADVISORS, LLC located in Idaho Falls, Idaho.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cody has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cody G Daniels | Cody Grant Daniels | Cody Daniels

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Grant Daniels's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 15, 2021 - Present

ONYX FINANCIAL ADVISORS, LLC

Office #1: 2400 E. 25th Street, Idaho Falls, ID 83404

RIA

CRD#: 134881

IDAHO FALLS, ID

Past

July 1, 2020 - August 9, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SALT LAKE CITY, UT

Past

June 26, 2020 - August 6, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

March 5, 2019 - June 25, 2020

SPC

RIA

CRD#: 110692

Idaho Falls, ID

Past

March 5, 2019 - June 25, 2020

PARKLAND SECURITIES, LLC

CRD#: 115368

ENGLEWOOD, CO

Past

September 19, 2018 - March 13, 2019

PHYSICIAN WEALTH ADVISORS, INC.

RIA

CRD#: 106043

SALT LAKE CITY, UT

Past

July 13, 2018 - August 14, 2018

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

April 13, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

May 1, 2017 - July 31, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONYX FINANCIAL ADVISORS, LLC

CRD#: 134881 / SEC#: 801-107355

RIA

Registered Investment Advisory firm - (3/24/2016 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(9/15/2021)

IAR

Texas
(6/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/11/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/8/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2017

General Securities Representative Examination

Current Firm

ONYX FINANCIAL ADVISORS, LLC

CRD#: 134881 / SEC#: 801-107355

RIA

Registered Investment Advisory firm - (3/24/2016 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2016 Terminated)

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Contact information

Main Address

2400 E. 25th Street, Idaho Falls, ID 83404

Mailing Address

Phone number

(208) 522-6400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONYX FINANCIAL ADVISORS, FORM ADV PART 2A 102416 UPDATE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 426,815,438

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Cody G. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Grant Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

SPC

PARKLAND SECURITIES, LLC

PHYSICIAN WEALTH ADVISORS, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ONYX FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2018

Series 63

Date: 5/8/2017

SIE

Date: 7/31/2018

Series 7

Date: 5/1/2017

Current Firm

ONYX FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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