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Cody Grant Daniels

Onyx Financial Advisors, LLC

Idaho Falls, ID

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Current Employers
Onyx Financial Advisors, Llc

2400 E. 25Th Street, Idaho Falls, ID 83404 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-15
ID RA APPROVED 2021-09-15
  • TX RA
    APPROVED_RES
    Since 2023-06-15
  • ID RA
    APPROVED
    Since 2021-09-15

Branch Locations

2400 E. 25Th Street, Idaho Falls, ID 83404 • 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
OrganizationCityStateFromTo
Yeske Buie San Francisco CA 06/2015 09/2016
Fidelity Brokerage Services, Llc Salt Lake City UT 03/2017 08/2018
Unemployed Midvale UT 10/2016 02/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Strategic Advisers Llc Salt Lake City UT 04/2018 07/2018
Uma Financial Services, Inc. Salt Lake City UT 07/2018 02/2019
Parkland Securities Company Ann Arbor MI 03/2019 02/2020
Sigma Planning Corporation Ann Arbor MI 03/2019 02/2020
Fidelity Investments Salt Lake City UT 02/2020 08/2021
Onyx Financial Advisors Idaho Falls ID 08/2021 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-11
S63 Uniform Securities Agent State Law Examination 2017-05-08
  • S66 Uniform Combined State Law Examination
    2018-03-11
  • S63 Uniform Securities Agent State Law Examination
    2017-05-08
Designations
Other Names
  • Cody G Daniels
  • Cody Grant Daniels
  • Cody Daniels

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Idaho Falls, ID
WELLS FARGO CLEARING SERVICES, LLC · Idaho Falls, ID
EDWARD JONES · IDAHO FALLS, ID
SENTINEL WEALTH STRATEGIES · IDAHO FALLS, ID
STRAIGHT LINE INVESTMENT GROUP, LLC · IDAHO FALLS, ID
VITALITY WEALTH · IDAHO FALLS, ID
LPL FINANCIAL LLC · IDAHO FALLS, ID
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