AdFi
CG

Cody Grant Daniels

Investment Adviser Representative at ONYX FINANCIAL ADVISORS, LLC

Idaho Falls, IDCRD #6093280Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Idaho
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/11/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 5/8/2017
SIE
Securities Industry Essentials Examination
Passed 7/31/2018
Series 7
General Securities Representative Examination
Passed 5/1/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ONYX Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ONYX FINANCIAL ADVISORS, LLCCurrent
9/15/2021Idaho Falls, ID
FIDELITY PERSONAL AND WORKPLACE ADVISORS
7/1/20208/9/2021Salt Lake City, UT
SPC
3/5/20196/25/2020Idaho Falls, ID
UMA FINANCIAL SERVICES INC
9/19/20183/13/2019Salt Lake City, UT
FIDELITY PERSONAL AND WORKPLACE ADVISORS
7/13/20188/14/2018Boston, MA
STRATEGIC ADVISERS LLC
4/13/20187/13/2018Salt Lake City, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ONYX FINANCIAL ADVISORS, LLC

6 other advisors in the directory

View ONYX FINANCIAL ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cody Grant Daniels has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Cody Grant Daniels - Financial Advisor in Idaho Falls, ID | AdvisorFinder