Cody Grant Daniels

Employer firm

Onyx Financial Advisors, LLC CRD 134881

$506M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 09/2016
  Yeske Buie
  San Francisco, CA
• 03/2017 → 08/2018
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 10/2016 → 02/2017
  Unemployed
  Midvale, UT
• 07/2018 → 08/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2018 → 07/2018
  Strategic Advisers Llc
  Salt Lake City, UT
• 07/2018 → 02/2019
  Uma Financial Services, Inc.
  Salt Lake City, UT
• 03/2019 → 02/2020
  Parkland Securities Company
  Ann Arbor, MI
• 03/2019 → 02/2020
  Sigma Planning Corporation
  Ann Arbor, MI
• 02/2020 → 08/2021
  Fidelity Investments
  Salt Lake City, UT
• 08/2021 → Present
  Onyx Financial Advisors
  Idaho Falls, ID

Previous Registrations

• 2020-07-01 → 2021-08-09
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-03-05 → 2020-06-25
  Spc
  Orem, UT
  Idaho Falls, ID
  Ann Arbor, MI
  Meridian, ID
  Englewood, CO
  Mesa, AZ
• 2018-09-19 → 2019-03-13
  Physician Wealth Advisors, Inc.
  Salt Lake City, UT
• 2018-07-13 → 2018-08-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-04-13 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2018-03-11
• S63 Uniform Securities Agent State Law Examination
  2017-05-08

Designations

• Certified Financial Planner

Other Names

• Cody G Daniels
• Cody Grant Daniels
• Cody Daniels