Cody Grant Daniels
Investment Adviser Representative at ONYX Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cody Grant Daniels is an investment adviser representative with ONYX Financial Advisors, LLC in Idaho Falls, ID, where they have been registered since 2021. They have worked in the securities industry since 2017 and have been registered with 5 firms, including Fidelity Personal and Workplace Advisors and SPC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services, LLCMar 2017 – Aug 2018Salt Lake City, UT
- UnemployedOct 2016 – Feb 2017Midvale, UT
- Fidelity Personal AND Workplace AdvisorsJul 2018 – Aug 2018Boston, MA
- Strategic Advisers LLCApr 2018 – Jul 2018Salt Lake City, UT
- UMA Financial Services, Inc.Jul 2018 – Feb 2019Salt Lake City, UT
- Parkland Securities CompanyMar 2019 – Feb 2020Ann Arbor, MI
- Sigma Planning CorporationMar 2019 – Feb 2020Ann Arbor, MI
- Fidelity InvestmentsFeb 2020 – Aug 2021Salt Lake City, UT
- Onyx Financial AdvisorsAug 2021 – no end date reportedIdaho Falls, ID
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ONYX Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Idaho Falls, ID
- SEC file number:
- 801-107355
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 19, 2026
View full firm profileOther advisors at ONYX Financial Advisors, LLC
6 other advisors in the directory
Similar advisors in Idaho Falls, ID
Other advisors whose filed branch office is in the same city.
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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