Cody Daniels has been an investment adviser representative at Onyx Financial Advisors since September 2021, and is not listed among the firm’s executive officers or direct owners. Cody Daniels holds a Bachelor of Science in Business Management from Brigham Young University - Idaho and a Master of Personal Financial Planning from Kansas State University.
Onyx Financial Advisors, LLC is an Idaho Falls, ID firm with $506M under management, 272 clients and 7 advisers in one office, as of its February 2026 filing.
Cody Daniels is an adviser with Onyx Financial Advisors, which he joined in 2021. His advisory career began in 2015 in the Financial Planning Resident program at Yeske Buie, and he later worked as a workplace retirement planner at Fidelity Investments. His planning combines investor psychology with tailored retirement strategies.
Cody Daniels’ longest registration is the current one, 5 years at Onyx Financial Advisors since 2021. Before joining Onyx Financial Advisors in 2021, Cody Daniels was registered through Fidelity Personal and Workplace Advisors and SPC.
- Onyx Financial Advisors, LLCCurrent– present · 5 yearsIdaho Falls, ID · Adviser representative · Firm CRD 134881
- Fidelity Personal and Workplace Advisors– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 288590
- SPC– · 1 yearIdaho Falls, ID · Adviser representative · Firm CRD 110692
- Uma Financial Services Inc– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 106043
- Fidelity Personal and Workplace Advisors– · under a yearBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Cody Daniels is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2021; the most recent is Texas, in June 2023.
- IdahoSince 15 September 2021
- TexasResidentSince 15 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 March 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 2017 |
| Series 7 | General Securities Representative Examination | 1 May 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cody Grant Daniels
- CRD
- 6093280
- Firm
- Onyx Financial Advisors · CRD 134881
- Office
- 2400 E. 25TH STREET, Idaho Falls, ID 83404
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onyxfinancial.com
Where does Cody Daniels work?
Cody Daniels is an investment adviser representative registered through Onyx Financial Advisors, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Cody Daniels a financial advisor?
Yes. Cody Daniels has a current investment-adviser registration in Idaho and Texas, through Onyx Financial Advisors since September 2021.
How many years of experience does Cody Daniels have?
Cody Daniels has 9 years in the financial industry, since July 2017, across 5 adviser firms.
What exams has Cody Daniels passed?
Cody Daniels has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in May 2017. FINRA credited Cody Daniels with the SIE, which began in October 2018.
Where did Cody Daniels work before Onyx Financial Advisors?
Before Onyx Financial Advisors, Cody Daniels was registered through Fidelity Personal and Workplace Advisors, July 2020 to August 2021; SPC, March 2019 to June 2020; Uma Financial Services Inc, September 2018 to March 2019; Fidelity Personal and Workplace Advisors, July 2018 to August 2018; Strategic Advisers LLC, April 2018 to July 2018.
Where is Cody Daniels based?
Cody Daniels’ registered office is in Idaho Falls, ID.
Is Cody Daniels registered with FINRA?
No. Cody Daniels has no current broker registration.
How can I verify Cody Daniels’ record?
Search CRD 6093280 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Daniels’ full registration record.